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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 | $14,435 | $56,197-74.3% | $67,652-78.7% | $59,633-75.8% |
| Participation rate | 38.5% | 71.5%-33.0pp | 75.7%-37.2pp | 68.7%-30.2pp |
| Annual return | -2.32% | 18508.10%-18510.4pp | 6625.40%-6627.7pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $761 | $1,615-52.9% | $2,266-66.4% | $2,203-65.4% |
| Participant deferral / active EE | $979 | $2,844-65.6% | $3,560-72.5% | $3,192-69.3% |
| Admin fee / account holder | $2,429 | $3,958-38.6% | $4,821-49.6% | $4,297-43.5% |