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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 | $5,533 | $100,139-94.5% | $85,187-93.5% | $145,884-96.2% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 8.84% | 84.15%-75.3pp | 66.67%-57.8pp | 551.85%-543.0pp |
| Employer contribution / active EE | $405 | $3,238-87.5% | $2,732-85.2% | $4,662-91.3% |
| Participant deferral / active EE | $517 | $5,296-90.2% | $4,525-88.6% | $6,690-92.3% |
| Admin fee / account holder | $645 | $7,262-91.1% | $6,162-89.5% | $13,392-95.2% |