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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 | $5,291 | $183,516-97.1% | $155,534-96.6% | $145,884-96.4% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 23.58% | 61.43%-37.8pp | 64.92%-41.3pp | 551.85%-528.3pp |
| Employer contribution / active EE | $1,088 | $5,315-79.5% | $4,675-76.7% | $4,662-76.7% |
| Participant deferral / active EE | $1,442 | $6,467-77.7% | $5,630-74.4% | $6,690-78.4% |
| Admin fee / account holder | $504 | $19,293-97.4% | $15,900-96.8% | $13,392-96.2% |