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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 | $7,604 | $57,352-86.7% | $83,831-90.9% | $64,173-88.2% |
| Participation rate | 68.4% | 68.6%-0.2pp | 76.1%-7.7pp | 69.6%-1.1pp |
| Annual return | -8.28% | 11.38%-19.7pp | 850.99%-859.3pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,659 | $2,546-34.8% | $3,631-54.3% | $2,381-30.3% |
| Participant deferral / active EE | $577 | $2,993-80.7% | $4,082-85.9% | $3,470-83.4% |
| Admin fee / account holder | $1,311 | $4,046-67.6% | $5,479-76.1% | $4,887-73.2% |