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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 | $12,154 | $190,879-93.6% | $160,009-92.4% | $134,532-91.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -16.86% | 552.63%-569.5pp | 408.85%-425.7pp | 418.27%-435.1pp |
| Employer contribution / active EE | $742 | $4,995-85.2% | $4,225-82.5% | $4,741-84.4% |
| Participant deferral / active EE | $886 | $6,924-87.2% | $6,183-85.7% | $6,401-86.2% |
| Admin fee / account holder | $1,611 | $10,495-84.7% | $8,715-81.5% | $11,429-85.9% |