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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 | $14,773 | $59,116-75.0% | $86,438-82.9% | $68,486-78.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -18.08% | -0.23%-17.9pp | 4397.19%-4415.3pp | -7.85%-10.2pp |
| Employer contribution / active EE | $608 | $2,519-75.9% | $3,769-83.9% | $2,597-76.6% |
| Participant deferral / active EE | $1,400 | $5,902-76.3% | $6,952-79.9% | $4,028-65.2% |
| Admin fee / account holder | $3,071 | $5,639-45.5% | $6,733-54.4% | $5,404-43.2% |