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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 | $4,365 | $126,661-96.6% | $113,397-96.2% | $138,895-96.9% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 30.18% | 25.05%+5.1pp | 23.20%+7.0pp | 145.39%-115.2pp |
| Employer contribution / active EE | $1,275 | $3,456-63.1% | $2,977-57.2% | $4,194-69.6% |
| Participant deferral / active EE | $1,275 | $5,693-77.6% | $5,076-74.9% | $6,396-80.1% |
| Admin fee / account holder | $1,249 | $14,549-91.4% | $11,957-89.6% | $12,562-90.1% |