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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 | $4,042 | $157,276-97.4% | $141,177-97.1% | $152,885-97.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 24.26% | 64.33%-40.1pp | 71.40%-47.1pp | 345.39%-321.1pp |
| Employer contribution / active EE | $1,026 | $5,262-80.5% | $4,736-78.3% | $4,763-78.5% |
| Participant deferral / active EE | $707 | $7,110-90.1% | $6,710-89.5% | $5,851-87.9% |
| Admin fee / account holder | $1,239 | $12,123-89.8% | $10,263-87.9% | $11,598-89.3% |