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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 | $11,533 | $98,766-88.3% | $149,730-92.3% | $79,852-85.6% |
| Participation rate | 27.5% | 75.8%-48.3pp | 82.5%-55.0pp | 69.6%-42.1pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,059 | $3,217-67.1% | $4,645-77.2% | $2,471-57.1% |
| Participant deferral / active EE | $2,086 | $5,681-63.3% | $6,843-69.5% | $3,740-44.2% |
| Admin fee / account holder | $318 | $6,052-94.7% | $9,310-96.6% | $5,306-94.0% |