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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 | $17,066 | $84,493-79.8% | $125,381-86.4% | $66,938-74.5% |
| Participation rate | 54.9% | 76.4%-21.5pp | 82.4%-27.5pp | 69.8%-14.9pp |
| Annual return | -12.78% | -8.49%-4.3pp | 572.31%-585.1pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,328 | $3,554-62.6% | $4,815-72.4% | $2,545-47.8% |
| Participant deferral / active EE | $2,387 | $6,783-64.8% | $7,448-68.0% | $4,238-43.7% |
| Admin fee / account holder | $900 | $685+31.4% | $10,007-91.0% | $594+51.6% |