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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 | $17,718 | $138,076-87.2% | $123,553-85.7% | $135,380-86.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.38% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,117 | $5,152-78.3% | $4,628-75.9% | $4,779-76.6% |
| Participant deferral / active EE | $2,056 | $6,800-69.8% | $6,426-68.0% | $5,609-63.3% |
| Admin fee / account holder | $658 | $10,917-94.0% | $9,284-92.9% | $10,828-93.9% |