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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 | $9,539 | $91,536-89.6% | $130,062-92.7% | $75,177-87.3% |
| Participation rate | 53.3% | 71.5%-18.1pp | 78.5%-25.2pp | 67.2%-13.9pp |
| Annual return | 20.96% | -631.62%+652.6pp | -137.37%+158.3pp | 160.75%-139.8pp |
| Employer contribution / active EE | $1,389 | $2,845-51.2% | $4,322-67.9% | $2,671-48.0% |
| Participant deferral / active EE | $1,712 | $4,343-60.6% | $5,821-70.6% | $4,126-58.5% |
| Admin fee / account holder | $1,280 | $6,780-81.1% | $10,601-87.9% | $5,651-77.3% |