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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 | $12,010 | $69,745-82.8% | $67,511-82.2% | $74,546-83.9% |
| Participation rate | 38.3% | 71.3%-33.0pp | 72.9%-34.5pp | 67.2%-28.9pp |
| Annual return | 13.37% | -40.37%+53.7pp | 3517.41%-3504.0pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $770 | $2,705-71.5% | $2,733-71.8% | $2,624-70.6% |
| Participant deferral / active EE | $1,163 | $3,636-68.0% | $4,000-70.9% | $4,347-73.3% |
| Admin fee / account holder | $1,607 | $894+79.7% | $3,999-59.8% | $1,944-17.3% |