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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 | $4,407 | $157,276-97.2% | $141,177-96.9% | $152,885-97.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 32.10% | 64.33%-32.2pp | 71.40%-39.3pp | 345.39%-313.3pp |
| Employer contribution / active EE | $1,369 | $5,262-74.0% | $4,736-71.1% | $4,763-71.3% |
| Participant deferral / active EE | $1,537 | $7,110-78.4% | $6,710-77.1% | $5,851-73.7% |
| Admin fee / account holder | $5,833 | $12,123-51.9% | $10,263-43.2% | $11,598-49.7% |