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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 | $6,967 | $154,228-95.5% | $145,433-95.2% | $137,256-94.9% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 62.33% | 74.59%-12.3pp | 66.58%-4.2pp | 220.34%-158.0pp |
| Employer contribution / active EE | $1,052 | $4,804-78.1% | $4,554-76.9% | $4,156-74.7% |
| Participant deferral / active EE | $1,240 | $8,216-84.9% | $7,897-84.3% | $6,407-80.6% |
| Admin fee / account holder | $391 | $14,344-97.3% | $13,129-97.0% | $12,270-96.8% |