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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 | $11,062 | $82,674-86.6% | $125,381-91.2% | $68,486-83.8% |
| Participation rate | 36.0% | 75.1%-39.1pp | 82.4%-46.4pp | 67.9%-31.9pp |
| Annual return | -8.42% | -5.97%-2.5pp | 572.31%-580.7pp | -7.85%-0.6pp |
| Employer contribution / active EE | $877 | $3,382-74.1% | $4,815-81.8% | $2,597-66.2% |
| Participant deferral / active EE | $1,542 | $6,111-74.8% | $7,448-79.3% | $4,028-61.7% |
| Admin fee / account holder | $2,827 | $6,277-55.0% | $10,007-71.7% | $5,404-47.7% |