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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 | $8,312 | $82,674-89.9% | $125,381-93.4% | $68,486-87.9% |
| Participation rate | 64.3% | 75.1%-10.8pp | 82.4%-18.1pp | 67.9%-3.6pp |
| Annual return | -14.50% | -5.97%-8.5pp | 572.31%-586.8pp | -7.85%-6.6pp |
| Employer contribution / active EE | $924 | $3,382-72.7% | $4,815-80.8% | $2,597-64.4% |
| Participant deferral / active EE | $1,229 | $6,111-79.9% | $7,448-83.5% | $4,028-69.5% |
| Admin fee / account holder | $4,141 | $6,277-34.0% | $10,007-58.6% | $5,404-23.4% |