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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 | $18,204 | $91,537-80.1% | $130,045-86.0% | $75,173-75.8% |
| Participation rate | 62.2% | 71.5%-9.3pp | 78.5%-16.3pp | 67.2%-5.0pp |
| Annual return | 21.18% | -631.55%+652.7pp | -137.30%+158.5pp | 160.72%-139.5pp |
| Employer contribution / active EE | $1,916 | $2,845-32.6% | $4,321-55.7% | $2,671-28.3% |
| Participant deferral / active EE | $1,053 | $4,343-75.7% | $5,820-81.9% | $4,126-74.5% |
| Admin fee / account holder | $3,190 | $6,780-53.0% | $10,600-69.9% | $5,651-43.6% |