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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 | $5,259 | $211,288-97.5% | $178,540-97.1% | $145,884-96.4% |
| Participation rate | 42.9% | 80.8%-38.0pp | 77.1%-34.3pp | 80.3%-37.4pp |
| Annual return | 11.79% | 30.27%-18.5pp | 27.15%-15.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $861 | $4,574-81.2% | $3,953-78.2% | $4,662-81.5% |
| Participant deferral / active EE | $215 | $6,967-96.9% | $6,281-96.6% | $6,690-96.8% |
| Admin fee / account holder | $1,290 | $12,105-89.3% | $10,424-87.6% | $13,392-90.4% |