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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 | $14,082 | $167,504-91.6% | $151,628-90.7% | $134,509-89.5% |
| Participation rate | 16.7% | 88.4%-71.7pp | 87.5%-70.8pp | 81.2%-64.6pp |
| Annual return | -14.78% | 7.81%-22.6pp | 3.34%-18.1pp | 418.13%-432.9pp |
| Employer contribution / active EE | $1,657 | $6,828-75.7% | $6,165-73.1% | $4,741-65.0% |
| Participant deferral / active EE | $181 | $8,985-98.0% | $8,363-97.8% | $6,400-97.2% |
| Admin fee / account holder | $86,481 | $13,779+527.7% | $11,613+644.7% | $11,427+656.8% |