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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 | $6,513 | $111,814-94.2% | $103,374-93.7% | $145,959-95.5% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 10.33% | 24.77%-14.4pp | 24.89%-14.6pp | 561.95%-551.6pp |
| Employer contribution / active EE | $10,000 | $4,214+137.3% | $3,869+158.4% | $4,661+114.6% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $64,609 | $9,754+562.4% | $8,394+669.7% | $13,398+382.2% |