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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 | $10,917 | $80,992-86.5% | $96,534-88.7% | $75,173-85.5% |
| Participation rate | 27.3% | 71.8%-44.5pp | 76.0%-48.7pp | 67.2%-39.9pp |
| Annual return | 131.57% | 27.05%+104.5pp | 25.88%+105.7pp | 160.72%-29.1pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,764 | $3,929-55.1% | $4,851-63.6% | $4,126-57.2% |
| Admin fee / account holder | $1,042 | $6,717-84.5% | $8,253-87.4% | $5,651-81.6% |