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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 | $17,446 | $138,076-87.4% | $123,553-85.9% | $135,380-87.1% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -9.13% | 153.70%-162.8pp | 119.21%-128.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $903 | $5,152-82.5% | $4,628-80.5% | $4,779-81.1% |
| Participant deferral / active EE | $2,165 | $6,800-68.2% | $6,426-66.3% | $5,609-61.4% |
| Admin fee / account holder | $349 | $10,917-96.8% | $9,284-96.2% | $10,828-96.8% |