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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 | $4,828 | $72,404-93.3% | $110,243-95.6% | $64,173-92.5% |
| Participation rate | 54.1% | 73.3%-19.3pp | 79.8%-25.8pp | 69.6%-15.5pp |
| Annual return | -6.26% | -6.29%0pp | 314.76%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $939 | $2,282-58.8% | $3,827-75.4% | $2,381-60.5% |
| Participant deferral / active EE | $1,271 | $3,469-63.4% | $4,672-72.8% | $3,470-63.4% |
| Admin fee / account holder | $1,763 | $5,664-68.9% | $8,548-79.4% | $4,887-63.9% |