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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 | $17,022 | $82,674-79.4% | $125,381-86.4% | $68,486-75.1% |
| Participation rate | 63.0% | 75.1%-12.1pp | 82.4%-19.4pp | 67.9%-4.9pp |
| Annual return | -17.87% | -5.97%-11.9pp | 572.31%-590.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $958 | $3,382-71.7% | $4,815-80.1% | $2,597-63.1% |
| Participant deferral / active EE | $1,746 | $6,111-71.4% | $7,448-76.6% | $4,028-56.6% |
| Admin fee / account holder | $1,087 | $6,277-82.7% | $10,007-89.1% | $5,404-79.9% |