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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 | $3,462 | $174,379-98.0% | $152,093-97.7% | $138,895-97.5% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 94.62% | 74.86%+19.8pp | 66.36%+28.3pp | 145.39%-50.8pp |
| Employer contribution / active EE | $1,026 | $4,652-78.0% | $4,175-75.4% | $4,194-75.5% |
| Participant deferral / active EE | $1,145 | $6,159-81.4% | $5,451-79.0% | $6,396-82.1% |
| Admin fee / account holder | $516 | $16,880-96.9% | $14,497-96.4% | $12,562-95.9% |