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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 | $4,217 | $174,379-97.6% | $152,093-97.2% | $138,895-97.0% |
| Participation rate | 65.0% | 81.6%-16.6pp | 77.8%-12.8pp | 79.9%-14.9pp |
| Annual return | 14.67% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $950 | $4,652-79.6% | $4,175-77.2% | $4,194-77.3% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $307 | $16,880-98.2% | $14,497-97.9% | $12,562-97.6% |