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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 | $20,953 | $91,536-77.1% | $130,062-83.9% | $75,177-72.1% |
| Participation rate | 30.0% | 71.5%-41.5pp | 78.5%-48.5pp | 67.2%-37.2pp |
| Annual return | 18.16% | -631.62%+649.8pp | -137.37%+155.5pp | 160.75%-142.6pp |
| Employer contribution / active EE | $890 | $2,845-68.7% | $4,322-79.4% | $2,671-66.7% |
| Participant deferral / active EE | $1,551 | $4,343-64.3% | $5,821-73.4% | $4,126-62.4% |
| Admin fee / account holder | $6,350 | $6,780-6.3% | $10,601-40.1% | $5,651+12.4% |