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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 | $9,567 | $102,385-90.7% | $147,080-93.5% | $80,935-88.2% |
| Participation rate | 64.3% | 75.9%-11.6pp | 82.2%-17.9pp | 67.7%-3.4pp |
| Annual return | 12.56% | 135.09%-122.5pp | 420.17%-407.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,278 | $3,717-65.6% | $4,933-74.1% | $2,757-53.6% |
| Participant deferral / active EE | $1,564 | $6,651-76.5% | $8,066-80.6% | $4,299-63.6% |
| Admin fee / account holder | $501 | $7,951-93.7% | $12,989-96.1% | $6,924-92.8% |