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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 | $3,234 | $147,556-97.8% | $129,031-97.5% | $198,609-98.4% |
| Participation rate | 50.0% | 77.2%-27.2pp | 73.4%-23.4pp | 82.4%-32.4pp |
| Annual return | 17.63% | 37.41%-19.8pp | 34.67%-17.0pp | 202.70%-185.1pp |
| Employer contribution / active EE | $1,655 | $3,645-54.6% | $3,226-48.7% | $5,055-67.3% |
| Participant deferral / active EE | $1,645 | $5,760-71.4% | $5,217-68.5% | $6,977-76.4% |
| Admin fee / account holder | $2,409 | $15,467-84.4% | $13,208-81.8% | $19,030-87.3% |