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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 | $2,688 | $148,582-98.2% | $135,942-98.0% | $139,456-98.1% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 20.53% | 79.26%-58.7pp | 68.28%-47.8pp | 373.45%-352.9pp |
| Employer contribution / active EE | $1,720 | $5,245-67.2% | $4,858-64.6% | $4,753-63.8% |
| Participant deferral / active EE | $2,241 | $8,101-72.3% | $7,759-71.1% | $6,711-66.6% |
| Admin fee / account holder | $3,607 | $12,402-70.9% | $10,764-66.5% | $11,407-68.4% |