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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 | $17,191 | $45,566-62.3% | $64,105-73.2% | $59,633-71.2% |
| Participation rate | 34.9% | 60.2%-25.2pp | 68.2%-33.2pp | 68.7%-33.7pp |
| Annual return | -0.83% | 4.95%-5.8pp | 791.24%-792.1pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $514 | $934-44.9% | $1,820-71.7% | $2,203-76.6% |
| Participant deferral / active EE | $853 | $2,057-58.5% | $2,822-69.8% | $3,192-73.3% |
| Admin fee / account holder | $634 | $3,268-80.6% | $4,499-85.9% | $4,297-85.2% |