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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,351 | $110,410-97.9% | $102,437-97.7% | $145,897-98.4% |
| Participation rate | 38.5% | 77.9%-39.5pp | 74.5%-36.0pp | 80.3%-41.8pp |
| Annual return | 19.64% | 24.85%-5.2pp | 24.95%-5.3pp | 552.29%-532.7pp |
| Employer contribution / active EE | $1,319 | $4,217-68.7% | $3,871-65.9% | $4,663-71.7% |
| Participant deferral / active EE | $1,319 | $5,622-76.5% | $5,060-73.9% | $6,689-80.3% |
| Admin fee / account holder | $2,170 | $9,745-77.7% | $8,388-74.1% | $13,390-83.8% |