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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 | $15,938 | $167,533-90.5% | $151,645-89.5% | $134,545-88.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -12.18% | 7.81%-20.0pp | 3.34%-15.5pp | 418.37%-430.5pp |
| Employer contribution / active EE | $2,112 | $6,828-69.1% | $6,165-65.7% | $4,742-55.5% |
| Participant deferral / active EE | $3,229 | $8,985-64.1% | $8,363-61.4% | $6,401-49.6% |
| Admin fee / account holder | $8,633 | $13,781-37.4% | $11,614-25.7% | $11,431-24.5% |