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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 | $4,432 | $175,259-97.5% | $149,723-97.0% | $139,487-96.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 35.25% | 166.82%-131.6pp | 134.50%-99.2pp | 373.84%-338.6pp |
| Employer contribution / active EE | $1,181 | $5,478-78.5% | $4,821-75.5% | $4,755-75.2% |
| Participant deferral / active EE | $1,295 | $6,522-80.1% | $5,682-77.2% | $6,713-80.7% |
| Admin fee / account holder | $3,300 | $16,158-79.6% | $13,215-75.0% | $11,407-71.1% |