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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 | $983 | $134,817-99.3% | $123,973-99.2% | $155,188-99.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 21.95% | 515.49%-493.5pp | 388.13%-366.2pp | 148.84%-126.9pp |
| Employer contribution / active EE | $1,013 | $4,425-77.1% | $4,126-75.5% | $4,248-76.2% |
| Participant deferral / active EE | $1,034 | $5,706-81.9% | $5,247-80.3% | $6,531-84.2% |
| Admin fee / account holder | $2,467 | $13,245-81.4% | $11,799-79.1% | $14,480-83.0% |