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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 | $4,141 | $114,119-96.4% | $107,187-96.1% | $138,895-97.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 11.33% | 273.21%-261.9pp | 204.55%-193.2pp | 145.39%-134.1pp |
| Employer contribution / active EE | $887 | $4,059-78.1% | $3,782-76.5% | $4,194-78.9% |
| Participant deferral / active EE | $1,108 | $5,538-80.0% | $5,096-78.3% | $6,396-82.7% |
| Admin fee / account holder | $2,219 | $10,024-77.9% | $9,162-75.8% | $12,562-82.3% |