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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 | $10,861 | $44,850-75.8% | $60,547-82.1% | $59,633-81.8% |
| Participation rate | 37.0% | 59.5%-22.4pp | 68.0%-30.9pp | 68.7%-31.6pp |
| Annual return | -0.79% | 1074.14%-1074.9pp | 335.64%-336.4pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $747 | $1,462-48.9% | $2,419-69.1% | $2,203-66.1% |
| Participant deferral / active EE | $749 | $2,230-66.4% | $3,328-77.5% | $3,192-76.5% |
| Admin fee / account holder | $1,190 | $3,635-67.3% | $4,536-73.8% | $4,297-72.3% |