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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 | $11,539 | $167,362-93.1% | $143,799-92.0% | $134,532-91.4% |
| Participation rate | 41.2% | 84.8%-43.6pp | 80.3%-39.1pp | 81.2%-40.1pp |
| Annual return | -8.56% | 0.47%-9.0pp | -0.04%-8.5pp | 418.27%-426.8pp |
| Employer contribution / active EE | $1,155 | $5,620-79.4% | $4,952-76.7% | $4,741-75.6% |
| Participant deferral / active EE | $1,291 | $6,447-80.0% | $5,638-77.1% | $6,401-79.8% |
| Admin fee / account holder | $8,882 | $18,094-50.9% | $14,677-39.5% | $11,429-22.3% |