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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 | $3,702 | $154,159-97.6% | $130,026-97.2% | $139,456-97.3% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 38.16% | 32.50%+5.7pp | -137.26%+175.4pp | 373.45%-335.3pp |
| Employer contribution / active EE | $1,146 | $5,292-78.3% | $4,321-73.5% | $4,753-75.9% |
| Participant deferral / active EE | $1,427 | $6,710-78.7% | $5,821-75.5% | $6,711-78.7% |
| Admin fee / account holder | $789 | $14,001-94.4% | $10,608-92.6% | $11,407-93.1% |