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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 | $6,982 | $225,673-96.9% | $203,872-96.6% | $155,188-95.5% |
| Participation rate | 57.1% | 80.3%-23.2pp | 77.8%-20.7pp | 80.8%-23.7pp |
| Annual return | 18.25% | 95.91%-77.7pp | 85.11%-66.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,083 | $4,099-73.6% | $3,757-71.2% | $4,248-74.5% |
| Participant deferral / active EE | $941 | $6,893-86.3% | $6,388-85.3% | $6,531-85.6% |
| Admin fee / account holder | $1,228 | $12,327-90.0% | $11,730-89.5% | $14,480-91.5% |