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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 | $15,967 | $82,674-80.7% | $125,363-87.3% | $68,495-76.7% |
| Participation rate | 27.3% | 75.0%-47.8pp | 82.4%-55.1pp | 67.9%-40.6pp |
| Annual return | -16.55% | -5.97%-10.6pp | 572.15%-588.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $729 | $3,382-78.5% | $4,815-84.9% | $2,596-71.9% |
| Participant deferral / active EE | $1,128 | $6,111-81.5% | $7,447-84.8% | $4,028-72.0% |
| Admin fee / account holder | $2,524 | $6,276-59.8% | $10,005-74.8% | $5,403-53.3% |