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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 | $162,136-96.2% | $152,301-95.9% | $154,746-96.0% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 22.68% | 91.02%-68.3pp | 80.50%-57.8pp | 172.34%-149.7pp |
| Employer contribution / active EE | $1,180 | $4,890-75.9% | $4,624-74.5% | $4,379-73.1% |
| Participant deferral / active EE | $1,326 | $8,341-84.1% | $8,004-83.4% | $6,730-80.3% |
| Admin fee / account holder | $3,612 | $15,759-77.1% | $14,398-74.9% | $14,365-74.9% |