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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 | $208,088-98.5% | $186,193-98.3% | $154,746-98.0% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 28.80% | 89.97%-61.2pp | 78.03%-49.2pp | 172.34%-143.5pp |
| Employer contribution / active EE | $916 | $4,340-78.9% | $3,918-76.6% | $4,379-79.1% |
| Participant deferral / active EE | $1,164 | $7,078-83.6% | $6,513-82.1% | $6,730-82.7% |
| Admin fee / account holder | $1,448 | $11,698-87.6% | $11,058-86.9% | $14,365-89.9% |