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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 | $4,696 | $166,268-97.2% | $165,100-97.2% | $145,897-96.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 12.84% | 100.52%-87.7pp | 70.21%-57.4pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,611 | $5,284-69.5% | $4,348-63.0% | $4,663-65.5% |
| Participant deferral / active EE | $959 | $6,964-86.2% | $6,035-84.1% | $6,689-85.7% |
| Admin fee / account holder | $1,065 | $16,659-93.6% | $12,696-91.6% | $13,390-92.0% |