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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 | $2,699 | $176,105-98.5% | $159,474-98.3% | $167,536-98.4% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 11.40% | 331.91%-320.5pp | 263.68%-252.3pp | 478.82%-467.4pp |
| Employer contribution / active EE | $1,293 | $5,299-75.6% | $4,831-73.2% | $4,839-73.3% |
| Participant deferral / active EE | $1,535 | $7,751-80.2% | $7,353-79.1% | $6,342-75.8% |
| Admin fee / account holder | $1,342 | $12,559-89.3% | $10,802-87.6% | $12,315-89.1% |