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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 | $18,060 | $82,674-78.2% | $125,363-85.6% | $68,495-73.6% |
| Participation rate | 58.3% | 75.0%-16.7pp | 82.4%-24.0pp | 67.9%-9.6pp |
| Annual return | -19.16% | -5.97%-13.2pp | 572.15%-591.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,087 | $3,382-67.9% | $4,815-77.4% | $2,596-58.1% |
| Participant deferral / active EE | $1,853 | $6,111-69.7% | $7,447-75.1% | $4,028-54.0% |
| Admin fee / account holder | $1,216 | $6,276-80.6% | $10,005-87.8% | $5,403-77.5% |