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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 | $5,829 | $75,832-92.3% | $147,618-96.1% | $59,633-90.2% |
| Participation rate | 67.6% | 71.6%-4.0pp | 84.6%-17.1pp | 68.7%-1.1pp |
| Annual return | -1.43% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $954 | $3,485-72.6% | $5,565-82.8% | $2,203-56.7% |
| Participant deferral / active EE | $316 | $3,131-89.9% | $4,895-93.5% | $3,192-90.1% |
| Admin fee / account holder | $936 | $5,986-84.4% | $11,612-91.9% | $4,297-78.2% |