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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 | $7,364 | $60,139-87.8% | $90,461-91.9% | $79,856-90.8% |
| Participation rate | 23.5% | 65.0%-41.5pp | 72.7%-49.2pp | 69.6%-46.1pp |
| Annual return | 18.54% | 71.96%-53.4pp | 1294.76%-1276.2pp | 31.71%-13.2pp |
| Employer contribution / active EE | $269 | $2,069-87.0% | $3,264-91.8% | $2,471-89.1% |
| Participant deferral / active EE | $587 | $2,939-80.0% | $3,964-85.2% | $3,741-84.3% |
| Admin fee / account holder | $1,004 | $3,978-74.8% | $5,617-82.1% | $5,306-81.1% |