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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 | $14,202 | $138,076-89.7% | $123,553-88.5% | $135,380-89.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -5.92% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,508 | $5,152-70.7% | $4,628-67.4% | $4,779-68.4% |
| Participant deferral / active EE | $1,694 | $6,800-75.1% | $6,426-73.6% | $5,609-69.8% |
| Admin fee / account holder | $3,064 | $10,917-71.9% | $9,284-67.0% | $10,828-71.7% |