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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 | $15,498 | $82,674-81.3% | $125,363-87.6% | $68,495-77.4% |
| Participation rate | 40.7% | 75.0%-34.3pp | 82.4%-41.6pp | 67.9%-27.2pp |
| Annual return | -5.18% | -5.97%+0.8pp | 572.15%-577.3pp | -7.84%+2.7pp |
| Employer contribution / active EE | $996 | $3,382-70.5% | $4,815-79.3% | $2,596-61.6% |
| Participant deferral / active EE | $1,905 | $6,111-68.8% | $7,447-74.4% | $4,028-52.7% |
| Admin fee / account holder | $7,485 | $6,276+19.3% | $10,005-25.2% | $5,403+38.5% |