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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 | $17,015 | $45,566-62.7% | $64,105-73.5% | $59,633-71.5% |
| Participation rate | 51.6% | 60.2%-8.6pp | 68.2%-16.6pp | 68.7%-17.1pp |
| Annual return | -0.93% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $271 | $934-71.0% | $1,820-85.1% | $2,203-87.7% |
| Participant deferral / active EE | $886 | $2,057-56.9% | $2,822-68.6% | $3,192-72.2% |
| Admin fee / account holder | $2,558 | $3,268-21.7% | $4,499-43.1% | $4,297-40.5% |