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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 | $6,853 | $181,062-96.2% | $158,223-95.7% | $155,188-95.6% |
| Participation rate | 68.2% | 82.7%-14.5pp | 79.2%-11.0pp | 80.8%-12.6pp |
| Annual return | 21.59% | 57.39%-35.8pp | 52.09%-30.5pp | 148.84%-127.3pp |
| Employer contribution / active EE | $920 | $4,565-79.8% | $4,109-77.6% | $4,248-78.3% |
| Participant deferral / active EE | $1,529 | $6,134-75.1% | $5,467-72.0% | $6,531-76.6% |
| Admin fee / account holder | $1,109 | $18,825-94.1% | $16,047-93.1% | $14,480-92.3% |