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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 | $7,166 | $82,674-91.3% | $125,363-94.3% | $68,495-89.5% |
| Participation rate | 59.2% | 75.0%-15.9pp | 82.4%-23.2pp | 67.9%-8.7pp |
| Annual return | -19.34% | -5.97%-13.4pp | 572.15%-591.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,834 | $3,382-45.8% | $4,815-61.9% | $2,596-29.4% |
| Participant deferral / active EE | $1,731 | $6,111-71.7% | $7,447-76.8% | $4,028-57.0% |
| Admin fee / account holder | $8,238 | $6,276+31.3% | $10,005-17.7% | $5,403+52.5% |