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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 | $1,832 | $174,379-98.9% | $152,093-98.8% | $138,895-98.7% |
| Participation rate | 55.6% | 81.6%-26.1pp | 77.8%-22.2pp | 79.9%-24.4pp |
| Annual return | 18.68% | 74.86%-56.2pp | 66.36%-47.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,476 | $4,652-68.3% | $4,175-64.6% | $4,194-64.8% |
| Participant deferral / active EE | $1,363 | $6,159-77.9% | $5,451-75.0% | $6,396-78.7% |
| Admin fee / account holder | $897 | $16,880-94.7% | $14,497-93.8% | $12,562-92.9% |