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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 | $129,737-96.9% | $119,126-96.6% | $154,746-97.4% |
| Participation rate | 69.2% | 78.9%-9.6pp | 75.8%-6.5pp | 80.7%-11.5pp |
| Annual return | 52.48% | 379.08%-326.6pp | 282.11%-229.6pp | 172.34%-119.9pp |
| Employer contribution / active EE | $1,329 | $4,375-69.6% | $4,034-67.0% | $4,379-69.6% |
| Participant deferral / active EE | $1,332 | $5,842-77.2% | $5,318-75.0% | $6,730-80.2% |
| Admin fee / account holder | $667 | $11,961-94.4% | $10,693-93.8% | $14,365-95.4% |