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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 | $12,340 | $124,346-90.1% | $111,308-88.9% | $167,536-92.6% |
| Participation rate | 38.5% | 79.6%-41.2pp | 77.3%-38.9pp | 82.1%-43.7pp |
| Annual return | 9.53% | 37.45%-27.9pp | 54.67%-45.1pp | 478.82%-469.3pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $842 | $5,182-83.7% | $4,487-81.2% | $6,342-86.7% |
| Admin fee / account holder | $11,801 | $10,621+11.1% | $7,965+48.2% | $12,315-4.2% |