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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 | $6,006 | $227,633-97.4% | $189,597-96.8% | $167,553-96.4% |
| Participation rate | 57.1% | 82.5%-25.4pp | 78.4%-21.3pp | 82.1%-25.0pp |
| Annual return | 12.09% | 78.45%-66.4pp | 64.20%-52.1pp | 478.89%-466.8pp |
| Employer contribution / active EE | $719 | $5,317-86.5% | $4,412-83.7% | $4,840-85.1% |
| Participant deferral / active EE | $1,264 | $7,003-81.9% | $6,174-79.5% | $6,343-80.1% |
| Admin fee / account holder | $3,043 | $11,879-74.4% | $9,807-69.0% | $12,316-75.3% |