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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 | $5,445 | $183,627-97.0% | $155,602-96.5% | $145,978-96.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 52.24% | 61.32%-9.1pp | 64.81%-12.6pp | 550.52%-498.3pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,801 | $6,466-72.1% | $5,629-68.0% | $6,690-73.1% |
| Admin fee / account holder | $712 | $19,327-96.3% | $15,923-95.5% | $13,400-94.7% |