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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 | $5,278 | $160,028-96.7% | $147,080-96.4% | $145,884-96.4% |
| Participation rate | 28.6% | 84.0%-55.5pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 14.08% | 98.60%-84.5pp | 420.17%-406.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,407 | $5,286-73.4% | $4,933-71.5% | $4,662-69.8% |
| Participant deferral / active EE | $1,628 | $8,422-80.7% | $8,066-79.8% | $6,690-75.7% |
| Admin fee / account holder | $1,975 | $15,030-86.9% | $12,989-84.8% | $13,392-85.3% |