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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 | $6,179 | $154,228-96.0% | $145,433-95.8% | $137,256-95.5% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 22.68% | 74.59%-51.9pp | 66.58%-43.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,180 | $4,804-75.4% | $4,554-74.1% | $4,156-71.6% |
| Participant deferral / active EE | $1,326 | $8,216-83.9% | $7,897-83.2% | $6,407-79.3% |
| Admin fee / account holder | $3,612 | $14,344-74.8% | $13,129-72.5% | $12,270-70.6% |