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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 | $14,140 | $167,353-91.6% | $143,797-90.2% | $134,545-89.5% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -9.41% | 0.48%-9.9pp | -0.04%-9.4pp | 418.37%-427.8pp |
| Employer contribution / active EE | $1,189 | $5,620-78.8% | $4,952-76.0% | $4,742-74.9% |
| Participant deferral / active EE | $680 | $6,447-89.5% | $5,638-87.9% | $6,401-89.4% |
| Admin fee / account holder | $784 | $18,096-95.7% | $14,679-94.7% | $11,431-93.1% |