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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 | $17,020 | $82,674-79.4% | $125,363-86.4% | $68,495-75.2% |
| Participation rate | 32.5% | 75.0%-42.5pp | 82.4%-49.9pp | 67.9%-35.4pp |
| Annual return | -15.82% | -5.97%-9.8pp | 572.15%-588.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $743 | $3,382-78.0% | $4,815-84.6% | $2,596-71.4% |
| Participant deferral / active EE | $2,303 | $6,111-62.3% | $7,447-69.1% | $4,028-42.8% |
| Admin fee / account holder | $916 | $6,276-85.4% | $10,005-90.8% | $5,403-83.0% |