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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 | $3,615 | $123,155-97.1% | $108,753-96.7% | $155,188-97.7% |
| Participation rate | 62.5% | 75.6%-13.1pp | 71.1%-8.6pp | 80.8%-18.3pp |
| Annual return | 24.80% | 44.73%-19.9pp | 37.47%-12.7pp | 148.84%-124.0pp |
| Employer contribution / active EE | $724 | $2,811-74.3% | $2,427-70.2% | $4,248-83.0% |
| Participant deferral / active EE | $711 | $4,623-84.6% | $4,115-82.7% | $6,531-89.1% |
| Admin fee / account holder | $1,564 | $12,126-87.1% | $10,320-84.8% | $14,480-89.2% |