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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 | $10,307 | $98,766-89.6% | $149,730-93.1% | $79,852-87.1% |
| Participation rate | 39.4% | 75.8%-36.4pp | 82.5%-43.1pp | 69.6%-30.2pp |
| Annual return | 41.96% | 27.43%+14.5pp | 276.70%-234.7pp | 31.72%+10.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,835 | $5,681-67.7% | $6,843-73.2% | $3,740-50.9% |
| Admin fee / account holder | $513 | $6,052-91.5% | $9,310-94.5% | $5,306-90.3% |