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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 | $5,868 | $95,975-93.9% | $74,552-92.1% | $135,382-95.7% |
| Participation rate | 38.1% | 75.7%-37.6pp | 69.1%-31.0pp | 82.6%-44.5pp |
| Annual return | 0.55% | 56.96%-56.4pp | 32.53%-32.0pp | 519.77%-519.2pp |
| Employer contribution / active EE | $321 | $2,716-88.2% | $1,961-83.6% | $4,779-93.3% |
| Participant deferral / active EE | $659 | $3,844-82.9% | $3,108-78.8% | $5,609-88.3% |
| Admin fee / account holder | $16,214 | $6,522+148.6% | $5,060+220.5% | $10,829+49.7% |