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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 | $9,344 | $93,617-90.0% | $135,982-93.1% | $75,177-87.6% |
| Participation rate | 31.3% | 75.2%-44.0pp | 81.9%-50.7pp | 67.2%-36.0pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,146 | $3,538-67.6% | $4,859-76.4% | $2,671-57.1% |
| Participant deferral / active EE | $1,667 | $6,406-74.0% | $7,760-78.5% | $4,126-59.6% |
| Admin fee / account holder | $447 | $6,980-93.6% | $10,767-95.9% | $5,651-92.1% |