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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 | $8,432 | $209,336-96.0% | $197,124-95.7% | $137,256-93.9% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 298.66% | 48.09%+250.6pp | 44.34%+254.3pp | 220.34%+78.3pp |
| Employer contribution / active EE | $1,456 | $6,591-77.9% | $6,227-76.6% | $4,156-65.0% |
| Participant deferral / active EE | $1,727 | $9,614-82.0% | $9,135-81.1% | $6,407-73.0% |
| Admin fee / account holder | $1,324 | $17,308-92.4% | $16,298-91.9% | $12,270-89.2% |