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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 | $18,837 | $92,219-79.6% | $76,767-75.5% | $135,380-86.1% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -6.63% | 5.46%-12.1pp | 2.43%-9.1pp | 519.81%-526.4pp |
| Employer contribution / active EE | $683 | $3,216-78.7% | $2,485-72.5% | $4,779-85.7% |
| Participant deferral / active EE | $683 | $4,508-84.8% | $3,852-82.3% | $5,609-87.8% |
| Admin fee / account holder | $1,307 | $10,749-87.8% | $6,675-80.4% | $10,828-87.9% |