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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 | $17,563 | $91,536-80.8% | $130,062-86.5% | $75,177-76.6% |
| Participation rate | 36.5% | 71.5%-34.9pp | 78.5%-42.0pp | 67.2%-30.7pp |
| Annual return | 20.68% | -631.62%+652.3pp | -137.37%+158.0pp | 160.75%-140.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,492 | $4,343-65.6% | $5,821-74.4% | $4,126-63.8% |
| Admin fee / account holder | $2,380 | $6,780-64.9% | $10,601-77.5% | $5,651-57.9% |