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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 | $5,924 | $106,247-94.4% | $96,515-93.9% | $139,466-95.8% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 56.22% | 38.47%+17.8pp | 35.73%+20.5pp | 373.66%-317.4pp |
| Employer contribution / active EE | $829 | $4,106-79.8% | $3,740-77.8% | $4,754-82.6% |
| Participant deferral / active EE | $905 | $5,456-83.4% | $4,880-81.5% | $6,712-86.5% |
| Admin fee / account holder | $2,093 | $7,885-73.5% | $6,735-68.9% | $11,409-81.7% |