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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 | $5,291 | $45,043-88.3% | $85,063-93.8% | $74,400-92.9% |
| Participation rate | 18.2% | 49.4%-31.2pp | 67.5%-49.3pp | 67.2%-49.0pp |
| Annual return | 47.34% | 26.26%+21.1pp | 66.54%-19.2pp | 1367.51%-1320.2pp |
| Employer contribution / active EE | $287 | $1,458-80.3% | $2,727-89.5% | $2,624-89.0% |
| Participant deferral / active EE | $583 | $2,733-78.7% | $4,523-87.1% | $4,348-86.6% |
| Admin fee / account holder | $1,317 | $2,210-40.4% | $6,155-78.6% | $1,944-32.2% |