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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 | $9,803 | $110,379-91.1% | $102,412-90.4% | $145,884-93.3% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 14.18% | 24.84%-10.7pp | 24.94%-10.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,301 | $4,216-69.2% | $3,870-66.4% | $4,662-72.1% |
| Participant deferral / active EE | $1,301 | $5,622-76.9% | $5,060-74.3% | $6,690-80.6% |
| Admin fee / account holder | $5,278 | $9,745-45.8% | $8,388-37.1% | $13,392-60.6% |