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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 | $13,230 | $82,674-84.0% | $125,363-89.4% | $68,495-80.7% |
| Participation rate | 32.0% | 75.0%-43.0pp | 82.4%-50.4pp | 67.9%-35.9pp |
| Annual return | -14.88% | -5.97%-8.9pp | 572.15%-587.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $738 | $3,382-78.2% | $4,815-84.7% | $2,596-71.6% |
| Participant deferral / active EE | $1,519 | $6,111-75.1% | $7,447-79.6% | $4,028-62.3% |
| Admin fee / account holder | $609 | $6,276-90.3% | $10,005-93.9% | $5,403-88.7% |