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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 | $9,452 | $133,998-92.9% | $112,263-91.6% | $134,545-93.0% |
| Participation rate | 26.7% | 78.6%-51.9pp | 75.1%-48.4pp | 81.2%-54.6pp |
| Annual return | -19.98% | 47.17%-67.1pp | 27.49%-47.5pp | 418.37%-438.3pp |
| Employer contribution / active EE | $927 | $4,040-77.0% | $3,636-74.5% | $4,742-80.4% |
| Participant deferral / active EE | $1,093 | $5,292-79.4% | $4,729-76.9% | $6,401-82.9% |
| Admin fee / account holder | $689 | $7,493-90.8% | $6,410-89.3% | $11,431-94.0% |