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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 | $20,045 | $56,197-64.3% | $67,652-70.4% | $59,633-66.4% |
| Participation rate | 32.1% | 71.5%-39.3pp | 75.7%-43.5pp | 68.7%-36.5pp |
| Annual return | -0.24% | 18508.10%-18508.3pp | 6625.40%-6625.6pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $380 | $1,615-76.4% | $2,266-83.2% | $2,203-82.7% |
| Participant deferral / active EE | $985 | $2,844-65.4% | $3,560-72.3% | $3,192-69.1% |
| Admin fee / account holder | $1,060 | $3,958-73.2% | $4,821-78.0% | $4,297-75.3% |