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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 | $9,800 | $111,814-91.2% | $103,374-90.5% | $145,959-93.3% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 11.29% | 24.77%-13.5pp | 24.89%-13.6pp | 561.95%-550.7pp |
| Employer contribution / active EE | $1,283 | $4,214-69.6% | $3,869-66.8% | $4,661-72.5% |
| Participant deferral / active EE | $1,501 | $5,618-73.3% | $5,058-70.3% | $6,689-77.6% |
| Admin fee / account holder | $2,905 | $9,754-70.2% | $8,394-65.4% | $13,398-78.3% |