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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 | $1,361 | $124,425-98.9% | $112,040-98.8% | $137,256-99.0% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 24.09% | 24.72%-0.6pp | 24.52%-0.4pp | 220.34%-196.2pp |
| Employer contribution / active EE | $933 | $3,411-72.7% | $2,954-68.4% | $4,156-77.6% |
| Participant deferral / active EE | $1,122 | $5,718-80.4% | $5,098-78.0% | $6,407-82.5% |
| Admin fee / account holder | $2,259 | $15,207-85.1% | $12,098-81.3% | $12,270-81.6% |