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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 | $6,518 | $165,584-96.1% | $142,942-95.4% | $137,256-95.3% |
| Participation rate | 50.0% | 80.1%-30.1pp | 76.8%-26.8pp | 80.0%-30.0pp |
| Annual return | 19.40% | 164.22%-144.8pp | 113.70%-94.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $636 | $4,725-86.5% | $4,139-84.6% | $4,156-84.7% |
| Participant deferral / active EE | $700 | $8,194-91.5% | $7,128-90.2% | $6,407-89.1% |
| Admin fee / account holder | $812 | $16,167-95.0% | $12,475-93.5% | $12,270-93.4% |