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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 | $11,254 | $127,387-91.2% | $115,038-90.2% | $125,389-91.0% |
| Participation rate | 46.2% | 84.2%-38.0pp | 81.4%-35.2pp | 83.2%-37.0pp |
| Annual return | -2.01% | 31.28%-33.3pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,318 | $5,166-74.5% | $4,608-71.4% | $4,866-72.9% |
| Participant deferral / active EE | $1,042 | $6,423-83.8% | $6,026-82.7% | $5,352-80.5% |
| Admin fee / account holder | $20,040 | $9,516+110.6% | $8,175+145.1% | $9,541+110.0% |