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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 | $9,663 | $102,422-90.6% | $147,117-93.4% | $80,959-88.1% |
| Participation rate | 56.1% | 75.9%-19.8pp | 82.2%-26.1pp | 67.7%-11.6pp |
| Annual return | 18.79% | 135.16%-116.4pp | 420.54%-401.7pp | 35.67%-16.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,171 | $6,652-67.4% | $8,065-73.1% | $4,300-49.5% |
| Admin fee / account holder | $963 | $7,953-87.9% | $12,993-92.6% | $6,925-86.1% |