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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 | $5,481 | $105,145-94.8% | $94,664-94.2% | $139,466-96.1% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 13.15% | 38.09%-24.9pp | 156.84%-143.7pp | 373.66%-360.5pp |
| Employer contribution / active EE | $1,490 | $4,107-63.7% | $3,673-59.4% | $4,754-68.7% |
| Participant deferral / active EE | $2,252 | $7,599-70.4% | $7,417-69.6% | $6,712-66.4% |
| Admin fee / account holder | $2,235 | $8,972-75.1% | $7,222-69.0% | $11,409-80.4% |