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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 | $5,486 | $148,623-96.3% | $135,974-96.0% | $139,466-96.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 25.11% | 79.30%-54.2pp | 68.30%-43.2pp | 373.66%-348.6pp |
| Employer contribution / active EE | $1,660 | $5,246-68.4% | $4,859-65.8% | $4,754-65.1% |
| Participant deferral / active EE | $1,885 | $8,103-76.7% | $7,760-75.7% | $6,712-71.9% |
| Admin fee / account holder | $746 | $12,406-94.0% | $10,767-93.1% | $11,409-93.5% |