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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 | $5,199 | $148,623-96.5% | $135,974-96.2% | $139,466-96.3% |
| Participation rate | 64.3% | 83.9%-19.6pp | 81.9%-17.6pp | 80.3%-16.0pp |
| Annual return | 45.49% | 79.30%-33.8pp | 68.30%-22.8pp | 373.66%-328.2pp |
| Employer contribution / active EE | $1,474 | $5,246-71.9% | $4,859-69.7% | $4,754-69.0% |
| Participant deferral / active EE | $1,934 | $8,103-76.1% | $7,760-75.1% | $6,712-71.2% |
| Admin fee / account holder | $2,149 | $12,406-82.7% | $10,767-80.0% | $11,409-81.2% |