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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 | $9,796 | $106,280-90.8% | $96,538-89.9% | $139,487-93.0% |
| Participation rate | 15.0% | 77.8%-62.8pp | 74.3%-59.3pp | 80.3%-65.3pp |
| Annual return | 31.98% | 38.48%-6.5pp | 35.74%-3.8pp | 373.84%-341.9pp |
| Employer contribution / active EE | $2,073 | $4,107-49.5% | $3,740-44.6% | $4,755-56.4% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $9,539 | $7,888+20.9% | $6,737+41.6% | $11,407-16.4% |