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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 | $9,795 | $154,193-93.6% | $130,045-92.5% | $139,466-93.0% |
| Participation rate | 63.6% | 82.0%-18.3pp | 78.5%-14.9pp | 80.3%-16.7pp |
| Annual return | 9.94% | 32.51%-22.6pp | -137.30%+147.2pp | 373.66%-363.7pp |
| Employer contribution / active EE | $1,430 | $5,292-73.0% | $4,321-66.9% | $4,754-69.9% |
| Participant deferral / active EE | $1,897 | $6,709-71.7% | $5,820-67.4% | $6,712-71.7% |
| Admin fee / account holder | $6,452 | $13,989-53.9% | $10,600-39.1% | $11,409-43.4% |