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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 | $9,132 | $138,076-93.4% | $123,553-92.6% | $135,380-93.3% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | 1.62% | 153.70%-152.1pp | 119.21%-117.6pp | 519.81%-518.2pp |
| Employer contribution / active EE | $1,200 | $5,152-76.7% | $4,628-74.1% | $4,779-74.9% |
| Participant deferral / active EE | $1,920 | $6,800-71.8% | $6,426-70.1% | $5,609-65.8% |
| Admin fee / account holder | $1,916 | $10,917-82.5% | $9,284-79.4% | $10,828-82.3% |