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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 | $20,449 | $72,404-71.8% | $110,243-81.5% | $64,173-68.1% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | -7.24% | -6.29%-1.0pp | 314.76%-322.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $988 | $2,282-56.7% | $3,827-74.2% | $2,381-58.5% |
| Participant deferral / active EE | $1,473 | $3,469-57.5% | $4,672-68.5% | $3,470-57.5% |
| Admin fee / account holder | $396 | $5,664-93.0% | $8,548-95.4% | $4,887-91.9% |