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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 | $15,790 | $138,076-88.6% | $123,553-87.2% | $135,380-88.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -7.70% | 153.70%-161.4pp | 119.21%-126.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $2,585 | $5,152-49.8% | $4,628-44.1% | $4,779-45.9% |
| Participant deferral / active EE | $945 | $6,800-86.1% | $6,426-85.3% | $5,609-83.1% |
| Admin fee / account holder | $1,957 | $10,917-82.1% | $9,284-78.9% | $10,828-81.9% |