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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 | $557 | $111,814-99.5% | $103,378-99.5% | $145,978-99.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 18.27% | 24.80%-6.5pp | 24.91%-6.6pp | 550.52%-532.2pp |
| Employer contribution / active EE | $973 | $4,215-76.9% | $3,870-74.9% | $4,662-79.1% |
| Participant deferral / active EE | $1,460 | $5,618-74.0% | $5,058-71.1% | $6,690-78.2% |
| Admin fee / account holder | $5,630 | $9,764-42.3% | $8,401-33.0% | $13,400-58.0% |