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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 | $4,159 | $129,737-96.8% | $119,126-96.5% | $154,746-97.3% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 17.13% | 379.08%-361.9pp | 282.11%-265.0pp | 172.34%-155.2pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,568 | $5,842-73.2% | $5,318-70.5% | $6,730-76.7% |
| Admin fee / account holder | $1,294 | $11,961-89.2% | $10,693-87.9% | $14,365-91.0% |