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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 | $10,064 | $134,001-92.5% | $112,258-91.0% | $134,509-92.5% |
| Participation rate | 27.3% | 78.6%-51.3pp | 75.1%-47.8pp | 81.2%-54.0pp |
| Annual return | -11.40% | 47.15%-58.6pp | 27.47%-38.9pp | 418.13%-429.5pp |
| Employer contribution / active EE | $993 | $4,039-75.4% | $3,636-72.7% | $4,741-79.1% |
| Participant deferral / active EE | $1,375 | $5,291-74.0% | $4,728-70.9% | $6,400-78.5% |
| Admin fee / account holder | $12,147 | $7,491+62.2% | $6,411+89.5% | $11,427+6.3% |