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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 | $18,258 | $82,674-77.9% | $125,381-85.4% | $68,486-73.3% |
| Participation rate | 55.6% | 75.1%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | -18.54% | -5.97%-12.6pp | 572.31%-590.8pp | -7.85%-10.7pp |
| Employer contribution / active EE | $826 | $3,382-75.6% | $4,815-82.9% | $2,597-68.2% |
| Participant deferral / active EE | $1,253 | $6,111-79.5% | $7,448-83.2% | $4,028-68.9% |
| Admin fee / account holder | $4,075 | $6,277-35.1% | $10,007-59.3% | $5,404-24.6% |