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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 | $13,535 | $82,678-83.6% | $125,391-89.2% | $68,490-80.2% |
| Participation rate | 36.8% | 75.1%-38.2pp | 82.4%-45.5pp | 67.9%-31.1pp |
| Annual return | -15.78% | -5.97%-9.8pp | 572.41%-588.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $871 | $3,382-74.2% | $4,816-81.9% | $2,597-66.4% |
| Participant deferral / active EE | $2,025 | $6,111-66.9% | $7,448-72.8% | $4,028-49.7% |
| Admin fee / account holder | $1,241 | $6,277-80.2% | $10,009-87.6% | $5,403-77.0% |