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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 | $115,225-96.9% | $100,712-96.4% | $138,895-97.4% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.3%-6.8pp | 79.9%-17.4pp |
| Annual return | 24.80% | 40.35%-15.6pp | 33.27%-8.5pp | 145.39%-120.6pp |
| Employer contribution / active EE | $724 | $2,771-73.9% | $2,313-68.7% | $4,194-82.7% |
| Participant deferral / active EE | $711 | $4,699-84.9% | $4,085-82.6% | $6,396-88.9% |
| Admin fee / account holder | $1,564 | $10,844-85.6% | $9,256-83.1% | $12,562-87.6% |