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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 | $3,152 | $289,211-98.9% | $260,467-98.8% | $198,609-98.4% |
| Participation rate | 50.0% | 83.1%-33.1pp | 80.5%-30.5pp | 82.4%-32.4pp |
| Annual return | 28.80% | 112.90%-84.1pp | 100.60%-71.8pp | 202.70%-173.9pp |
| Employer contribution / active EE | $916 | $4,663-80.3% | $4,239-78.4% | $5,055-81.9% |
| Participant deferral / active EE | $1,164 | $6,812-82.9% | $6,319-81.6% | $6,977-83.3% |
| Admin fee / account holder | $1,448 | $16,236-91.1% | $15,461-90.6% | $19,030-92.4% |