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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 | $16,514 | $82,674-80.0% | $125,363-86.8% | $68,495-75.9% |
| Participation rate | 51.4% | 75.0%-23.7pp | 82.4%-31.0pp | 67.9%-16.5pp |
| Annual return | -17.84% | -5.97%-11.9pp | 572.15%-590.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $930 | $3,382-72.5% | $4,815-80.7% | $2,596-64.2% |
| Participant deferral / active EE | $1,992 | $6,111-67.4% | $7,447-73.2% | $4,028-50.5% |
| Admin fee / account holder | $2,083 | $6,276-66.8% | $10,005-79.2% | $5,403-61.5% |