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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 | $9,957 | $75,962-86.9% | $154,108-93.5% | $64,173-84.5% |
| Participation rate | 62.5% | 70.4%-7.9pp | 83.0%-20.5pp | 69.6%-7.1pp |
| Annual return | -1.24% | 30.32%-31.6pp | 735.21%-736.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $1,215 | $3,350-63.7% | $5,298-77.1% | $2,381-49.0% |
| Participant deferral / active EE | $657 | $3,175-79.3% | $5,081-87.1% | $3,470-81.1% |
| Admin fee / account holder | $2,510 | $5,589-55.1% | $13,411-81.3% | $4,887-48.6% |