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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 | $16,679 | $91,525-81.8% | $130,026-87.2% | $75,181-77.8% |
| Participation rate | 66.1% | 71.4%-5.3pp | 78.5%-12.4pp | 67.2%-1.1pp |
| Annual return | 16.21% | -631.40%+647.6pp | -137.26%+153.5pp | 160.69%-144.5pp |
| Employer contribution / active EE | $1,041 | $2,844-63.4% | $4,321-75.9% | $2,671-61.0% |
| Participant deferral / active EE | $1,483 | $4,342-65.8% | $5,821-74.5% | $4,126-64.0% |
| Admin fee / account holder | $585 | $6,778-91.4% | $10,608-94.5% | $5,650-89.7% |