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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 | $3,139 | $148,582-97.9% | $135,942-97.7% | $139,456-97.7% |
| Participation rate | 52.4% | 83.9%-31.5pp | 81.9%-29.5pp | 80.3%-27.9pp |
| Annual return | 14.11% | 79.26%-65.1pp | 68.28%-54.2pp | 373.45%-359.3pp |
| Employer contribution / active EE | $1,592 | $5,245-69.7% | $4,858-67.2% | $4,753-66.5% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $397 | $12,402-96.8% | $10,764-96.3% | $11,407-96.5% |