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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 | $29,177 | $86,655-66.3% | $119,622-75.6% | $66,938-56.4% |
| Participation rate | 10.0% | 75.6%-65.6pp | 79.3%-69.3pp | 69.8%-59.8pp |
| Annual return | -16.37% | -8.00%-8.4pp | -14.98%-1.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $496 | $4,358-88.6% | $5,601-91.1% | $4,238-88.3% |
| Admin fee / account holder | $1,180 | $755+56.4% | $10,328-88.6% | $594+98.9% |