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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 | $10,258 | $82,674-87.6% | $125,381-91.8% | $68,486-85.0% |
| Participation rate | 42.4% | 75.1%-32.6pp | 82.4%-40.0pp | 67.9%-25.5pp |
| Annual return | -10.55% | -5.97%-4.6pp | 572.31%-582.9pp | -7.85%-2.7pp |
| Employer contribution / active EE | $1,141 | $3,382-66.3% | $4,815-76.3% | $2,597-56.1% |
| Participant deferral / active EE | $1,587 | $6,111-74.0% | $7,448-78.7% | $4,028-60.6% |
| Admin fee / account holder | $346 | $6,277-94.5% | $10,007-96.5% | $5,404-93.6% |