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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 | $5,821 | $104,937-94.5% | $84,628-93.1% | $152,897-96.2% |
| Participation rate | 38.9% | 74.8%-35.9pp | 68.2%-29.3pp | 82.5%-43.6pp |
| Annual return | 26.50% | 373.88%-347.4pp | 258.80%-232.3pp | 345.43%-318.9pp |
| Employer contribution / active EE | $641 | $3,303-80.6% | $2,653-75.8% | $4,764-86.5% |
| Participant deferral / active EE | $722 | $4,690-84.6% | $3,900-81.5% | $5,851-87.7% |
| Admin fee / account holder | $2,083 | $6,243-66.6% | $4,914-57.6% | $11,599-82.0% |