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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 | $4,470 | $110,337-95.9% | $102,383-95.6% | $145,877-96.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 18.96% | 24.83%-5.9pp | 24.94%-6.0pp | 551.28%-532.3pp |
| Employer contribution / active EE | $955 | $4,216-77.3% | $3,870-75.3% | $4,663-79.5% |
| Participant deferral / active EE | $1,123 | $5,621-80.0% | $5,060-77.8% | $6,691-83.2% |
| Admin fee / account holder | $5,399 | $9,750-44.6% | $8,391-35.7% | $13,402-59.7% |