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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 | $7,180 | $167,353-95.7% | $143,797-95.0% | $134,545-94.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -18.91% | 0.48%-19.4pp | -0.04%-18.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $1,550 | $5,620-72.4% | $4,952-68.7% | $4,742-67.3% |
| Participant deferral / active EE | $1,600 | $6,447-75.2% | $5,638-71.6% | $6,401-75.0% |
| Admin fee / account holder | $1,297 | $18,096-92.8% | $14,679-91.2% | $11,431-88.7% |