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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 | $20,306 | $138,075-85.3% | $123,552-83.6% | $135,379-85.0% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -6.88% | 153.70%-160.6pp | 119.20%-126.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $1,292 | $5,152-74.9% | $4,628-72.1% | $4,779-73.0% |
| Participant deferral / active EE | $1,829 | $6,800-73.1% | $6,426-71.5% | $5,609-67.4% |
| Admin fee / account holder | $396 | $10,917-96.4% | $9,285-95.7% | $10,828-96.3% |