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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 | $110,337-91.1% | $102,383-90.4% | $145,877-93.3% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 11.29% | 24.83%-13.5pp | 24.94%-13.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,283 | $4,216-69.6% | $3,870-66.9% | $4,663-72.5% |
| Participant deferral / active EE | $1,501 | $5,621-73.3% | $5,060-70.3% | $6,691-77.6% |
| Admin fee / account holder | $2,905 | $9,750-70.2% | $8,391-65.4% | $13,402-78.3% |