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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 | $5,982 | $162,136-96.3% | $152,301-96.1% | $154,746-96.1% |
| Participation rate | 65.0% | 84.1%-19.1pp | 82.4%-17.4pp | 80.7%-15.7pp |
| Annual return | 50.63% | 91.02%-40.4pp | 80.50%-29.9pp | 172.34%-121.7pp |
| Employer contribution / active EE | $2,036 | $4,890-58.4% | $4,624-56.0% | $4,379-53.5% |
| Participant deferral / active EE | $1,434 | $8,341-82.8% | $8,004-82.1% | $6,730-78.7% |
| Admin fee / account holder | $862 | $15,759-94.5% | $14,398-94.0% | $14,365-94.0% |