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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 | $3,600 | $114,013-96.8% | $103,693-96.5% | $155,188-97.7% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 18.25% | 49.31%-31.1pp | 47.61%-29.4pp | 148.84%-130.6pp |
| Employer contribution / active EE | $571 | $3,131-81.8% | $2,920-80.4% | $4,248-86.6% |
| Participant deferral / active EE | $571 | $4,970-88.5% | $4,579-87.5% | $6,531-91.3% |
| Admin fee / account holder | $1,576 | $8,407-81.3% | $7,858-79.9% | $14,480-89.1% |