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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 | $20,873 | $82,028-74.6% | $123,105-83.0% | $59,633-65.0% |
| Participation rate | 64.3% | 83.2%-18.9pp | 86.8%-22.5pp | 68.7%-4.4pp |
| Annual return | -1.10% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,568 | $4,667-66.4% | $6,229-74.8% | $3,192-50.9% |
| Admin fee / account holder | $2,315 | $5,879-60.6% | $9,014-74.3% | $4,297-46.1% |