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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 | $14,996 | $95,979-84.4% | $74,551-79.9% | $135,380-88.9% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -4.01% | 56.97%-61.0pp | 32.53%-36.5pp | 519.81%-523.8pp |
| Employer contribution / active EE | $734 | $2,716-73.0% | $1,961-62.6% | $4,779-84.6% |
| Participant deferral / active EE | $651 | $3,844-83.1% | $3,108-79.1% | $5,609-88.4% |
| Admin fee / account holder | $14,178 | $6,522+117.4% | $5,059+180.2% | $10,828+30.9% |