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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 | $16,130 | $138,075-88.3% | $123,552-86.9% | $135,379-88.1% |
| Participation rate | 68.2% | 84.7%-16.6pp | 82.3%-14.1pp | 82.6%-14.5pp |
| Annual return | -4.63% | 153.70%-158.3pp | 119.20%-123.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $909 | $5,152-82.4% | $4,628-80.4% | $4,779-81.0% |
| Participant deferral / active EE | $1,422 | $6,800-79.1% | $6,426-77.9% | $5,609-74.7% |
| Admin fee / account holder | $3,908 | $10,917-64.2% | $9,285-57.9% | $10,828-63.9% |