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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 | $11,378 | $95,979-88.1% | $74,551-84.7% | $135,380-91.6% |
| Participation rate | 43.8% | 75.7%-31.9pp | 69.1%-25.4pp | 82.6%-38.9pp |
| Annual return | -2.14% | 56.97%-59.1pp | 32.53%-34.7pp | 519.81%-521.9pp |
| Employer contribution / active EE | $573 | $2,716-78.9% | $1,961-70.8% | $4,779-88.0% |
| Participant deferral / active EE | $573 | $3,844-85.1% | $3,108-81.6% | $5,609-89.8% |
| Admin fee / account holder | $4,808 | $6,522-26.3% | $5,059-5.0% | $10,828-55.6% |