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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 | $5,259 | $210,698-97.5% | $178,014-97.0% | $145,959-96.4% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 11.79% | 386.27%-374.5pp | 294.80%-283.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $861 | $4,567-81.2% | $3,950-78.2% | $4,661-81.5% |
| Participant deferral / active EE | $215 | $6,958-96.9% | $6,276-96.6% | $6,689-96.8% |
| Admin fee / account holder | $1,290 | $12,016-89.3% | $10,362-87.6% | $13,398-90.4% |