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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 | $4,991 | $103,393-95.2% | $87,103-94.3% | $152,909-96.7% |
| Participation rate | 45.8% | 79.4%-33.5pp | 76.9%-31.0pp | 82.5%-36.6pp |
| Annual return | 40.27% | 28.10%+12.2pp | 28.19%+12.1pp | 345.46%-305.2pp |
| Employer contribution / active EE | $709 | $3,221-78.0% | $2,521-71.9% | $4,764-85.1% |
| Participant deferral / active EE | $1,173 | $4,778-75.5% | $4,049-71.0% | $5,851-80.0% |
| Admin fee / account holder | $362 | $12,195-97.0% | $7,491-95.2% | $11,601-96.9% |