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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 | $4,336 | $138,312-96.9% | $122,979-96.5% | $155,188-97.2% |
| Participation rate | 69.2% | 80.2%-11.0pp | 77.2%-8.0pp | 80.8%-11.6pp |
| Annual return | 39.05% | 22.06%+17.0pp | 20.12%+18.9pp | 148.84%-109.8pp |
| Employer contribution / active EE | $1,466 | $3,530-58.5% | $3,062-52.1% | $4,248-65.5% |
| Participant deferral / active EE | $1,516 | $5,592-72.9% | $5,003-69.7% | $6,531-76.8% |
| Admin fee / account holder | $737 | $15,089-95.1% | $12,864-94.3% | $14,480-94.9% |