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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 | $172,758-96.2% | $149,600-95.6% | $138,895-95.3% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 79.9%-29.9pp |
| Annual return | 19.40% | 181.17%-161.8pp | 129.59%-110.2pp | 145.39%-126.0pp |
| Employer contribution / active EE | $636 | $4,778-86.7% | $4,193-84.8% | $4,194-84.8% |
| Participant deferral / active EE | $700 | $8,180-91.4% | $7,203-90.3% | $6,396-89.1% |
| Admin fee / account holder | $812 | $17,615-95.4% | $13,963-94.2% | $12,562-93.5% |