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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 | $25,920 | $94,529-72.6% | $140,019-81.5% | $64,173-59.6% |
| Participation rate | 69.0% | 84.1%-15.1pp | 87.5%-18.5pp | 69.6%-0.6pp |
| Annual return | -3.49% | 7.77%-11.3pp | 651.17%-654.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,886 | $3,812-50.5% | $5,605-66.4% | $2,381-20.8% |
| Participant deferral / active EE | $1,053 | $5,250-79.9% | $6,927-84.8% | $3,470-69.6% |
| Admin fee / account holder | $11,938 | $6,741+77.1% | $10,705+11.5% | $4,887+144.3% |