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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 | $2,566 | $154,228-98.3% | $145,433-98.2% | $137,256-98.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 23.13% | 74.59%-51.5pp | 66.58%-43.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,025 | $4,804-78.7% | $4,554-77.5% | $4,156-75.3% |
| Participant deferral / active EE | $1,507 | $8,216-81.7% | $7,897-80.9% | $6,407-76.5% |
| Admin fee / account holder | $1,493 | $14,344-89.6% | $13,129-88.6% | $12,270-87.8% |