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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 | $4,060 | $111,535-96.4% | $105,223-96.1% | $137,256-97.0% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.0%-5.8pp | 80.0%-10.7pp |
| Annual return | 52.48% | 237.85%-185.4pp | 180.65%-128.2pp | 220.34%-167.9pp |
| Employer contribution / active EE | $1,329 | $3,939-66.3% | $3,689-64.0% | $4,156-68.0% |
| Participant deferral / active EE | $1,332 | $5,500-75.8% | $5,072-73.7% | $6,407-79.2% |
| Admin fee / account holder | $667 | $9,721-93.1% | $8,859-92.5% | $12,270-94.6% |