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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 | $4,336 | $126,661-96.6% | $113,397-96.2% | $138,895-96.9% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.5%-7.3pp | 79.9%-10.7pp |
| Annual return | 39.05% | 25.05%+14.0pp | 23.20%+15.9pp | 145.39%-106.3pp |
| Employer contribution / active EE | $1,466 | $3,456-57.6% | $2,977-50.7% | $4,194-65.0% |
| Participant deferral / active EE | $1,516 | $5,693-73.4% | $5,076-70.1% | $6,396-76.3% |
| Admin fee / account holder | $737 | $14,549-94.9% | $11,957-93.8% | $12,562-94.1% |