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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 | $5,599 | $48,118-88.4% | $136,833-95.9% | $94,015-94.0% |
| Participation rate | 9.1% | 47.4%-38.3pp | 59.0%-49.9pp | 70.8%-61.7pp |
| Annual return | 52.85% | 14.65%+38.2pp | 35.32%+17.5pp | 17.84%+35.0pp |
| Employer contribution / active EE | $122 | $821-85.1% | $1,319-90.7% | $2,790-95.6% |
| Participant deferral / active EE | $193 | $1,651-88.3% | $2,441-92.1% | $4,249-95.5% |
| Admin fee / account holder | $2,797 | $3,059-8.6% | $4,706-40.6% | $8,951-68.8% |