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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 | $23,152 | $69,977-66.9% | $108,582-78.7% | $62,881-63.2% |
| Participation rate | 53.1% | 72.9%-19.8pp | 79.6%-26.4pp | 69.3%-16.2pp |
| Annual return | 8.21% | 10.73%-2.5pp | -51.70%+59.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $712 | $3,165-77.5% | $4,311-83.5% | $3,203-77.8% |
| Admin fee / account holder | $2,749 | $5,076-45.8% | $7,645-64.0% | $4,296-36.0% |