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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 | $12,125 | $97,020-87.5% | $83,327-85.4% | $135,380-91.0% |
| Participation rate | 36.8% | 80.4%-43.6pp | 77.8%-40.9pp | 82.6%-45.8pp |
| Annual return | -6.75% | 12.31%-19.1pp | 10.64%-17.4pp | 519.81%-526.6pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,316 | $5,964-77.9% | $5,565-76.4% | $5,609-76.5% |
| Admin fee / account holder | $2,482 | $8,426-70.5% | $7,540-67.1% | $10,828-77.1% |