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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 | $5,215 | $52,519-90.1% | $155,789-96.7% | $59,633-91.3% |
| Participation rate | 26.9% | 61.7%-34.8pp | 76.1%-49.2pp | 68.7%-41.7pp |
| Annual return | -1.23% | 53.51%-54.7pp | 71.54%-72.8pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $302 | $1,589-81.0% | $3,839-92.1% | $2,203-86.3% |
| Participant deferral / active EE | $544 | $3,084-82.4% | $4,798-88.7% | $3,192-83.0% |
| Admin fee / account holder | $1,273 | $3,540-64.0% | $7,477-83.0% | $4,297-70.4% |