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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 | $5,482 | $105,200-94.8% | $159,474-96.6% | $85,847-93.6% |
| Participation rate | 58.2% | 75.8%-17.6pp | 82.8%-24.6pp | 69.3%-11.1pp |
| Annual return | 22.97% | 45.08%-22.1pp | 263.68%-240.7pp | 318.61%-295.6pp |
| Employer contribution / active EE | $1,884 | $3,319-43.2% | $4,831-61.0% | $2,565-26.6% |
| Participant deferral / active EE | $215 | $5,946-96.4% | $7,353-97.1% | $3,952-94.6% |
| Admin fee / account holder | $1,078 | $6,934-84.5% | $10,802-90.0% | $6,261-82.8% |