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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 | $6,394 | $82,674-92.3% | $125,381-94.9% | $68,486-90.7% |
| Participation rate | 36.6% | 75.1%-38.5pp | 82.4%-45.8pp | 67.9%-31.3pp |
| Annual return | -18.72% | -5.97%-12.8pp | 572.31%-591.0pp | -7.85%-10.9pp |
| Employer contribution / active EE | $980 | $3,382-71.0% | $4,815-79.7% | $2,597-62.3% |
| Participant deferral / active EE | $1,321 | $6,111-78.4% | $7,448-82.3% | $4,028-67.2% |
| Admin fee / account holder | $3,550 | $6,277-43.4% | $10,007-64.5% | $5,404-34.3% |