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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 | $4,012 | $183,627-97.8% | $155,602-97.4% | $145,978-97.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 35.89% | 61.32%-25.4pp | 64.81%-28.9pp | 550.52%-514.6pp |
| Employer contribution / active EE | $1,353 | $5,316-74.6% | $4,675-71.1% | $4,662-71.0% |
| Participant deferral / active EE | $1,624 | $6,466-74.9% | $5,629-71.2% | $6,690-75.7% |
| Admin fee / account holder | $1,103 | $19,327-94.3% | $15,923-93.1% | $13,400-91.8% |