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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 | $4,667 | $162,136-97.1% | $152,301-96.9% | $154,746-97.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 14.30% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,065 | $4,890-78.2% | $4,624-77.0% | $4,379-75.7% |
| Participant deferral / active EE | $1,065 | $8,341-87.2% | $8,004-86.7% | $6,730-84.2% |
| Admin fee / account holder | $2,093 | $15,759-86.7% | $14,398-85.5% | $14,365-85.4% |