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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 | $15,479 | $82,674-81.3% | $125,363-87.7% | $68,495-77.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -16.94% | -5.97%-11.0pp | 572.15%-589.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $897 | $3,382-73.5% | $4,815-81.4% | $2,596-65.5% |
| Participant deferral / active EE | $948 | $6,111-84.5% | $7,447-87.3% | $4,028-76.5% |
| Admin fee / account holder | $2,159 | $6,276-65.6% | $10,005-78.4% | $5,403-60.0% |