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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 | $11,446 | $175,600-93.5% | $129,110-91.1% | $134,509-91.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.3%-27.3pp | 81.2%-31.2pp |
| Annual return | -15.07% | -11.39%-3.7pp | -10.94%-4.1pp | 418.13%-433.2pp |
| Employer contribution / active EE | $1,275 | $6,355-79.9% | $5,052-74.8% | $4,741-73.1% |
| Participant deferral / active EE | $2,171 | $7,975-72.8% | $6,542-66.8% | $6,400-66.1% |
| Admin fee / account holder | $8,653 | $23,567-63.3% | $14,302-39.5% | $11,427-24.3% |