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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 | $3,899 | $174,379-97.8% | $152,093-97.4% | $138,895-97.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 17.94% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $911 | $4,652-80.4% | $4,175-78.2% | $4,194-78.3% |
| Participant deferral / active EE | $1,417 | $6,159-77.0% | $5,451-74.0% | $6,396-77.8% |
| Admin fee / account holder | $1,008 | $16,880-94.0% | $14,497-93.0% | $12,562-92.0% |