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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 | $15,039 | $82,630-81.8% | $64,105-76.5% | $125,389-88.0% |
| Participation rate | 46.7% | 75.9%-29.2pp | 68.2%-21.5pp | 83.2%-36.5pp |
| Annual return | -2.59% | 1489.72%-1492.3pp | 791.24%-793.8pp | 282.24%-284.8pp |
| Employer contribution / active EE | $636 | $2,671-76.2% | $1,820-65.1% | $4,866-86.9% |
| Participant deferral / active EE | $740 | $3,608-79.5% | $2,822-73.8% | $5,352-86.2% |
| Admin fee / account holder | $351 | $6,382-94.5% | $4,499-92.2% | $9,541-96.3% |