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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 | $16,863 | $100,805-83.3% | $86,698-80.5% | $134,532-87.5% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -18.84% | 29.09%-47.9pp | 35.95%-54.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $786 | $3,490-77.5% | $2,837-72.3% | $4,741-83.4% |
| Participant deferral / active EE | $1,443 | $5,339-73.0% | $4,656-69.0% | $6,401-77.5% |
| Admin fee / account holder | $445 | $10,925-95.9% | $7,493-94.1% | $11,429-96.1% |