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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 | $9,590 | $63,346-84.9% | $92,240-89.6% | $70,126-86.3% |
| Participation rate | 38.5% | 68.7%-30.2pp | 76.5%-38.0pp | 69.5%-31.1pp |
| Annual return | 12.76% | 530.19%-517.4pp | 176.29%-163.5pp | 73.15%-60.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $515 | $2,854-81.9% | $3,897-86.8% | $3,332-84.5% |
| Admin fee / account holder | $3,063 | $3,841-20.2% | $5,194-41.0% | $4,645-34.1% |