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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 | $18,765 | $154,193-87.8% | $130,045-85.6% | $139,466-86.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 9.66% | 32.51%-22.9pp | -137.30%+147.0pp | 373.66%-364.0pp |
| Employer contribution / active EE | $1,205 | $5,292-77.2% | $4,321-72.1% | $4,754-74.7% |
| Participant deferral / active EE | $1,406 | $6,709-79.0% | $5,820-75.8% | $6,712-79.1% |
| Admin fee / account holder | $51,433 | $13,989+267.7% | $10,600+385.2% | $11,409+350.8% |