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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 | $3,183 | $174,379-98.2% | $152,093-97.9% | $138,895-97.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 20.41% | 74.86%-54.4pp | 66.36%-45.9pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $614 | $6,159-90.0% | $5,451-88.7% | $6,396-90.4% |
| Admin fee / account holder | $1,833 | $16,880-89.1% | $14,497-87.4% | $12,562-85.4% |