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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 | $16,287 | $82,678-80.3% | $125,391-87.0% | $68,490-76.2% |
| Participation rate | 51.4% | 75.1%-23.7pp | 82.4%-31.0pp | 67.9%-16.5pp |
| Annual return | -16.73% | -5.97%-10.8pp | 572.41%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $697 | $3,382-79.4% | $4,816-85.5% | $2,597-73.2% |
| Participant deferral / active EE | $1,013 | $6,111-83.4% | $7,448-86.4% | $4,028-74.9% |
| Admin fee / account holder | $1,667 | $6,277-73.4% | $10,009-83.3% | $5,403-69.1% |