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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 | $2,959 | $112,729-97.4% | $98,716-97.0% | $137,256-97.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 10.17% | 38.48%-28.3pp | 31.81%-21.6pp | 220.34%-210.2pp |
| Employer contribution / active EE | $805 | $2,725-70.4% | $2,279-64.7% | $4,156-80.6% |
| Participant deferral / active EE | $1,124 | $4,640-75.8% | $4,048-72.2% | $6,407-82.5% |
| Admin fee / account holder | $3,554 | $10,129-64.9% | $8,703-59.2% | $12,270-71.0% |