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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 | $21,561 | $73,102-70.5% | $123,552-82.5% | $56,287-61.7% |
| Participation rate | 42.7% | 74.3%-31.6pp | 82.3%-39.6pp | 69.9%-27.1pp |
| Annual return | -1.27% | 3.01%-4.3pp | 119.20%-120.5pp | -9.96%+8.7pp |
| Employer contribution / active EE | $867 | $2,977-70.9% | $4,628-81.3% | $2,111-58.9% |
| Participant deferral / active EE | $2,021 | $5,423-62.7% | $6,426-68.5% | $3,350-39.7% |
| Admin fee / account holder | $6,000 | $554+983.6% | $9,285-35.4% | $521+1051.8% |