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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 | $9,560 | $124,330-92.3% | $109,173-91.2% | $167,536-94.3% |
| Participation rate | 42.1% | 79.5%-37.3pp | 75.9%-33.8pp | 82.1%-40.0pp |
| Annual return | 107.29% | 26.04%+81.2pp | 25.75%+81.5pp | 478.82%-371.5pp |
| Employer contribution / active EE | $905 | $4,209-78.5% | $3,723-75.7% | $4,839-81.3% |
| Participant deferral / active EE | $1,197 | $5,256-77.2% | $4,654-74.3% | $6,342-81.1% |
| Admin fee / account holder | $1,157 | $7,974-85.5% | $6,755-82.9% | $12,315-90.6% |