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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 | $5,732 | $115,903-95.1% | $100,528-94.3% | $158,966-96.4% |
| Participation rate | 64.7% | 81.6%-16.9pp | 79.4%-14.7pp | 82.0%-17.3pp |
| Annual return | 10.84% | 34.80%-24.0pp | 30.90%-20.1pp | 302.95%-292.1pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,164 | $6,677-82.6% | $6,271-81.4% | $5,983-80.5% |
| Admin fee / account holder | $822 | $11,000-92.5% | $8,084-89.8% | $11,250-92.7% |