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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 | $4,399 | $100,970-95.6% | $96,576-95.4% | $137,256-96.8% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 37.89% | 38.16%-0.3pp | 38.47%-0.6pp | 220.34%-182.4pp |
| Employer contribution / active EE | $508 | $3,809-86.7% | $3,553-85.7% | $4,156-87.8% |
| Participant deferral / active EE | $1,082 | $8,286-86.9% | $7,956-86.4% | $6,407-83.1% |
| Admin fee / account holder | $876 | $11,312-92.3% | $11,381-92.3% | $12,270-92.9% |