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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 | $5,830 | $100,073-94.2% | $85,126-93.2% | $145,877-96.0% |
| Participation rate | 10.0% | 74.1%-64.1pp | 67.5%-57.5pp | 80.3%-70.3pp |
| Annual return | 25.68% | 84.11%-58.4pp | 66.63%-41.0pp | 551.28%-525.6pp |
| Employer contribution / active EE | $401 | $3,236-87.6% | $2,731-85.3% | $4,663-91.4% |
| Participant deferral / active EE | $681 | $5,294-87.1% | $4,523-84.9% | $6,691-89.8% |
| Admin fee / account holder | $7,585 | $7,261+4.5% | $6,160+23.1% | $13,402-43.4% |