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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 | $3,297 | $111,535-97.0% | $105,223-96.9% | $137,256-97.6% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 20.97% | 237.85%-216.9pp | 180.65%-159.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $867 | $3,939-78.0% | $3,689-76.5% | $4,156-79.1% |
| Participant deferral / active EE | $1,002 | $5,500-81.8% | $5,072-80.2% | $6,407-84.4% |
| Admin fee / account holder | $344 | $9,721-96.5% | $8,859-96.1% | $12,270-97.2% |