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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 | $12,752 | $72,404-82.4% | $110,243-88.4% | $64,173-80.1% |
| Participation rate | 34.0% | 73.3%-39.3pp | 79.8%-45.8pp | 69.6%-35.6pp |
| Annual return | -7.65% | -6.29%-1.4pp | 314.76%-322.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $742 | $3,469-78.6% | $4,672-84.1% | $3,470-78.6% |
| Admin fee / account holder | $851 | $5,664-85.0% | $8,548-90.0% | $4,887-82.6% |