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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 | $17,051 | $82,674-79.4% | $125,381-86.4% | $68,486-75.1% |
| Participation rate | 51.0% | 75.1%-24.0pp | 82.4%-31.4pp | 67.9%-16.9pp |
| Annual return | -15.71% | -5.97%-9.7pp | 572.31%-588.0pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,193 | $3,382-64.7% | $4,815-75.2% | $2,597-54.1% |
| Participant deferral / active EE | $1,652 | $6,111-73.0% | $7,448-77.8% | $4,028-59.0% |
| Admin fee / account holder | $11,002 | $6,277+75.3% | $10,007+9.9% | $5,404+103.6% |