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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 | $6,216 | $89,370-93.0% | $141,197-95.6% | $72,976-91.5% |
| Participation rate | 28.6% | 75.1%-46.6pp | 82.5%-53.9pp | 69.5%-40.9pp |
| Annual return | 54.94% | 111.88%-56.9pp | 71.41%-16.5pp | 81.02%-26.1pp |
| Employer contribution / active EE | $718 | $3,115-77.0% | $4,736-84.8% | $2,440-70.6% |
| Participant deferral / active EE | $857 | $5,419-84.2% | $6,710-87.2% | $3,608-76.3% |
| Admin fee / account holder | $1,040 | $5,957-82.5% | $10,265-89.9% | $5,124-79.7% |