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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 | $6,322 | $226,135-97.2% | $182,558-96.5% | $152,909-95.9% |
| Participation rate | 23.5% | 82.5%-58.9pp | 78.0%-54.4pp | 82.5%-58.9pp |
| Annual return | 17.82% | 192.60%-174.8pp | 148.59%-130.8pp | 345.46%-327.6pp |
| Employer contribution / active EE | $667 | $4,979-86.6% | $4,076-83.6% | $4,764-86.0% |
| Participant deferral / active EE | $668 | $6,371-89.5% | $5,526-87.9% | $5,851-88.6% |
| Admin fee / account holder | $3,546 | $10,707-66.9% | $8,594-58.7% | $11,601-69.4% |