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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 | $17,625 | $82,674-78.7% | $125,363-85.9% | $68,495-74.3% |
| Participation rate | 65.7% | 75.0%-9.3pp | 82.4%-16.7pp | 67.9%-2.2pp |
| Annual return | -18.79% | -5.97%-12.8pp | 572.15%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $969 | $3,382-71.3% | $4,815-79.9% | $2,596-62.7% |
| Participant deferral / active EE | $1,807 | $6,111-70.4% | $7,447-75.7% | $4,028-55.1% |
| Admin fee / account holder | $800 | $6,276-87.3% | $10,005-92.0% | $5,403-85.2% |