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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 | $102,422-94.0% | $147,117-95.8% | $80,959-92.5% |
| Participation rate | 43.8% | 75.9%-32.1pp | 82.2%-38.4pp | 67.7%-23.9pp |
| Annual return | 23.16% | 135.16%-112.0pp | 420.54%-397.4pp | 35.67%-12.5pp |
| Employer contribution / active EE | $1,036 | $3,717-72.1% | $4,932-79.0% | $2,757-62.4% |
| Participant deferral / active EE | $1,472 | $6,652-77.9% | $8,065-81.7% | $4,300-65.8% |
| Admin fee / account holder | $635 | $7,953-92.0% | $12,993-95.1% | $6,925-90.8% |