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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 | $10,829 | $82,678-86.9% | $125,391-91.4% | $68,490-84.2% |
| Participation rate | 28.6% | 75.1%-46.5pp | 82.4%-53.8pp | 67.9%-39.3pp |
| Annual return | -18.39% | -5.97%-12.4pp | 572.41%-590.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $735 | $3,382-78.3% | $4,816-84.7% | $2,597-71.7% |
| Participant deferral / active EE | $1,351 | $6,111-77.9% | $7,448-81.9% | $4,028-66.4% |
| Admin fee / account holder | $2,813 | $6,277-55.2% | $10,009-71.9% | $5,403-47.9% |