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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 | $5,118 | $159,978-96.8% | $147,041-96.5% | $145,978-96.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.30% | 98.36%-82.1pp | 419.21%-402.9pp | 550.52%-534.2pp |
| Employer contribution / active EE | $1,164 | $5,288-78.0% | $4,935-76.4% | $4,662-75.0% |
| Participant deferral / active EE | $1,800 | $8,429-78.6% | $8,071-77.7% | $6,690-73.1% |
| Admin fee / account holder | $13,412 | $15,053-10.9% | $13,006+3.1% | $13,400+0.1% |