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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 | $6,556 | $152,612-95.7% | $125,192-94.8% | $152,897-95.7% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 30.22% | 54.85%-24.6pp | 43.79%-13.6pp | 345.43%-315.2pp |
| Employer contribution / active EE | $998 | $4,947-79.8% | $3,866-74.2% | $4,764-79.0% |
| Participant deferral / active EE | $1,070 | $5,868-81.8% | $4,937-78.3% | $5,851-81.7% |
| Admin fee / account holder | $771 | $13,437-94.3% | $9,704-92.1% | $11,599-93.4% |