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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 | $3,654 | $115,225-96.8% | $100,712-96.4% | $138,895-97.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 19.96% | 40.35%-20.4pp | 33.27%-13.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $1,039 | $2,771-62.5% | $2,313-55.1% | $4,194-75.2% |
| Participant deferral / active EE | $1,133 | $4,699-75.9% | $4,085-72.3% | $6,396-82.3% |
| Admin fee / account holder | $2,435 | $10,844-77.5% | $9,256-73.7% | $12,562-80.6% |