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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 | $166,089-97.2% | $164,928-97.2% | $145,978-96.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 12.84% | 100.26%-87.4pp | 70.08%-57.2pp | 550.52%-537.7pp |
| Employer contribution / active EE | $1,611 | $5,276-69.5% | $4,343-62.9% | $4,662-65.4% |
| Participant deferral / active EE | $959 | $6,961-86.2% | $6,034-84.1% | $6,690-85.7% |
| Admin fee / account holder | $1,065 | $16,641-93.6% | $12,684-91.6% | $13,400-92.1% |