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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 | $6,143 | $118,496-94.8% | $98,461-93.8% | $139,466-95.6% |
| Participation rate | 57.1% | 77.5%-20.3pp | 75.2%-18.0pp | 80.3%-23.2pp |
| Annual return | 48.16% | 18.96%+29.2pp | 21.17%+27.0pp | 373.66%-325.5pp |
| Employer contribution / active EE | $1,019 | $3,611-71.8% | $3,049-66.6% | $4,754-78.6% |
| Participant deferral / active EE | $1,384 | $5,393-74.3% | $4,738-70.8% | $6,712-79.4% |
| Admin fee / account holder | $359 | $14,056-97.4% | $8,961-96.0% | $11,409-96.9% |