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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 | $14,933 | $82,674-81.9% | $125,381-88.1% | $68,486-78.2% |
| Participation rate | 55.1% | 75.1%-19.9pp | 82.4%-27.3pp | 67.9%-12.8pp |
| Annual return | -18.66% | -5.97%-12.7pp | 572.31%-591.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,324 | $3,382-60.9% | $4,815-72.5% | $2,597-49.0% |
| Participant deferral / active EE | $1,984 | $6,111-67.5% | $7,448-73.4% | $4,028-50.7% |
| Admin fee / account holder | $329 | $6,277-94.8% | $10,007-96.7% | $5,404-93.9% |