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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 | $10,874 | $69,774-84.4% | $67,575-83.9% | $74,459-85.4% |
| Participation rate | 51.6% | 71.4%-19.8pp | 72.9%-21.3pp | 67.2%-15.6pp |
| Annual return | 13.64% | -40.53%+54.2pp | 3528.98%-3515.3pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $1,365 | $2,710-49.6% | $2,736-50.1% | $2,626-48.0% |
| Participant deferral / active EE | $346 | $3,636-90.5% | $4,003-91.4% | $4,350-92.1% |
| Admin fee / account holder | $421 | $890-52.7% | $3,993-89.5% | $1,945-78.4% |