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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 | $6,112 | $102,382-94.0% | $147,005-95.8% | $80,874-92.4% |
| Participation rate | 43.8% | 75.8%-32.1pp | 82.2%-38.4pp | 67.6%-23.9pp |
| Annual return | 23.16% | 134.89%-111.7pp | 418.76%-395.6pp | 35.62%-12.5pp |
| Employer contribution / active EE | $1,036 | $3,715-72.1% | $4,934-79.0% | $2,756-62.4% |
| Participant deferral / active EE | $1,472 | $6,646-77.8% | $8,070-81.8% | $4,297-65.7% |
| Admin fee / account holder | $635 | $7,942-92.0% | $13,006-95.1% | $6,935-90.8% |