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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 | $5,430 | $101,069-94.6% | $81,478-93.3% | $147,585-96.3% |
| Participation rate | 38.5% | 74.5%-36.0pp | 68.0%-29.5pp | 82.8%-44.4pp |
| Annual return | 20.98% | 32.40%-11.4pp | 38.78%-17.8pp | 578.57%-557.6pp |
| Employer contribution / active EE | $1,272 | $3,205-60.3% | $2,568-50.5% | $4,876-73.9% |
| Participant deferral / active EE | $200 | $4,242-95.3% | $3,537-94.3% | $5,439-96.3% |
| Admin fee / account holder | $623 | $5,812-89.3% | $4,561-86.3% | $10,885-94.3% |