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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 | $17,203 | $168,635-89.8% | $147,617-88.3% | $125,389-86.3% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -2.69% | 77.65%-80.3pp | 61.98%-64.7pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,475 | $6,252-76.4% | $5,564-73.5% | $4,866-69.7% |
| Participant deferral / active EE | $1,475 | $5,507-73.2% | $4,895-69.9% | $5,352-72.4% |
| Admin fee / account holder | $1,396 | $13,580-89.7% | $11,612-88.0% | $9,541-85.4% |