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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 | $16,358 | $82,678-80.2% | $125,391-87.0% | $68,490-76.1% |
| Participation rate | 46.2% | 75.1%-28.9pp | 82.4%-36.2pp | 67.9%-21.7pp |
| Annual return | -15.29% | -5.97%-9.3pp | 572.41%-587.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,510 | $3,382-55.4% | $4,816-68.7% | $2,597-41.9% |
| Participant deferral / active EE | $2,445 | $6,111-60.0% | $7,448-67.2% | $4,028-39.3% |
| Admin fee / account holder | $3,904 | $6,277-37.8% | $10,009-61.0% | $5,403-27.8% |