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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 | $5,201 | $60,139-91.4% | $90,461-94.3% | $79,856-93.5% |
| Participation rate | 52.9% | 65.0%-12.1pp | 72.7%-19.8pp | 69.6%-16.7pp |
| Annual return | 25.64% | 71.96%-46.3pp | 1294.76%-1269.1pp | 31.71%-6.1pp |
| Employer contribution / active EE | $1,063 | $2,069-48.6% | $3,264-67.4% | $2,471-57.0% |
| Participant deferral / active EE | $310 | $2,939-89.4% | $3,964-92.2% | $3,741-91.7% |
| Admin fee / account holder | $1,081 | $3,978-72.8% | $5,617-80.7% | $5,306-79.6% |