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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 | $5,960 | $106,918-94.4% | $84,021-92.9% | $152,897-96.1% |
| Participation rate | 21.1% | 75.2%-54.2pp | 69.0%-48.0pp | 82.5%-61.4pp |
| Annual return | 29.24% | 105.01%-75.8pp | 71.32%-42.1pp | 345.43%-316.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $577 | $4,012-85.6% | $3,239-82.2% | $5,851-90.1% |
| Admin fee / account holder | $1,030 | $8,288-87.6% | $6,102-83.1% | $11,599-91.1% |