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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 | $6,160 | $131,835-95.3% | $108,582-94.3% | $273,972-97.8% |
| Participation rate | 61.1% | 83.5%-22.3pp | 79.6%-18.5pp | 83.0%-21.9pp |
| Annual return | 15.72% | -91.57%+107.3pp | -51.70%+67.4pp | 41.46%-25.7pp |
| Employer contribution / active EE | $1,005 | $4,913-79.5% | $3,758-73.3% | $4,869-79.4% |
| Participant deferral / active EE | $1,471 | $5,127-71.3% | $4,311-65.9% | $5,287-72.2% |
| Admin fee / account holder | $911 | $10,253-91.1% | $7,645-88.1% | $10,133-91.0% |