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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 | $6,961 | $159,978-95.6% | $147,041-95.3% | $145,978-95.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.25% | 98.36%-82.1pp | 419.21%-403.0pp | 550.52%-534.3pp |
| Employer contribution / active EE | $1,469 | $5,288-72.2% | $4,935-70.2% | $4,662-68.5% |
| Participant deferral / active EE | $1,791 | $8,429-78.8% | $8,071-77.8% | $6,690-73.2% |
| Admin fee / account holder | $671 | $15,053-95.5% | $13,006-94.8% | $13,400-95.0% |