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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 | $13,270 | $142,409-90.7% | $119,634-88.9% | $134,545-90.1% |
| Participation rate | 55.0% | 82.8%-27.8pp | 79.3%-24.3pp | 81.2%-26.2pp |
| Annual return | -12.52% | -12.46%-0.1pp | -14.98%+2.5pp | 418.37%-430.9pp |
| Employer contribution / active EE | $1,116 | $5,224-78.6% | $4,232-73.6% | $4,742-76.5% |
| Participant deferral / active EE | $1,903 | $6,468-70.6% | $5,601-66.0% | $6,401-70.3% |
| Admin fee / account holder | $675 | $13,594-95.0% | $10,329-93.5% | $11,431-94.1% |