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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 | $2,121 | $111,535-98.1% | $105,223-98.0% | $137,256-98.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 12.68% | 237.85%-225.2pp | 180.65%-168.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,117 | $3,939-71.6% | $3,689-69.7% | $4,156-73.1% |
| Participant deferral / active EE | $1,117 | $5,500-79.7% | $5,072-78.0% | $6,407-82.6% |
| Admin fee / account holder | $3,063 | $9,721-68.5% | $8,859-65.4% | $12,270-75.0% |