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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 | $5,410 | $157,276-96.6% | $141,177-96.2% | $152,885-96.5% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 26.43% | 64.33%-37.9pp | 71.40%-45.0pp | 345.39%-319.0pp |
| Employer contribution / active EE | $1,742 | $5,262-66.9% | $4,736-63.2% | $4,763-63.4% |
| Participant deferral / active EE | $2,143 | $7,110-69.9% | $6,710-68.1% | $5,851-63.4% |
| Admin fee / account holder | $2,418 | $12,123-80.1% | $10,263-76.4% | $11,598-79.1% |