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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 | $4,874 | $100,073-95.1% | $85,126-94.3% | $145,877-96.7% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-39.0pp | 80.3%-51.7pp |
| Annual return | 11.71% | 84.11%-72.4pp | 66.63%-54.9pp | 551.28%-539.6pp |
| Employer contribution / active EE | $880 | $3,236-72.8% | $2,731-67.8% | $4,663-81.1% |
| Participant deferral / active EE | $880 | $5,294-83.4% | $4,523-80.5% | $6,691-86.8% |
| Admin fee / account holder | $2,809 | $7,261-61.3% | $6,160-54.4% | $13,402-79.0% |