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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 | $3,178 | $148,582-97.9% | $135,942-97.7% | $139,456-97.7% |
| Participation rate | 63.2% | 83.9%-20.7pp | 81.9%-18.8pp | 80.3%-17.2pp |
| Annual return | 20.55% | 79.26%-58.7pp | 68.28%-47.7pp | 373.45%-352.9pp |
| Employer contribution / active EE | $1,131 | $5,245-78.4% | $4,858-76.7% | $4,753-76.2% |
| Participant deferral / active EE | $1,331 | $8,101-83.6% | $7,759-82.8% | $6,711-80.2% |
| Admin fee / account holder | $1,281 | $12,402-89.7% | $10,764-88.1% | $11,407-88.8% |