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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 | $6,330 | $157,304-96.0% | $141,197-95.5% | $152,909-95.9% |
| Participation rate | 46.2% | 84.8%-38.7pp | 82.5%-36.3pp | 82.5%-36.3pp |
| Annual return | 25.93% | 64.34%-38.4pp | 71.41%-45.5pp | 345.46%-319.5pp |
| Employer contribution / active EE | $950 | $5,263-81.9% | $4,736-79.9% | $4,764-80.1% |
| Participant deferral / active EE | $2,043 | $7,111-71.3% | $6,710-69.6% | $5,851-65.1% |
| Admin fee / account holder | $685 | $12,126-94.4% | $10,265-93.3% | $11,601-94.1% |