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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 | $21,568 | $72,404-70.2% | $110,243-80.4% | $64,173-66.4% |
| Participation rate | 8.3% | 73.3%-65.0pp | 79.8%-71.5pp | 69.6%-61.2pp |
| Annual return | -5.75% | -6.29%+0.5pp | 314.76%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $414 | $3,469-88.1% | $4,672-91.1% | $3,470-88.1% |
| Admin fee / account holder | $4,125 | $5,664-27.2% | $8,548-51.7% | $4,887-15.6% |