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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 | $21,797 | $84,493-74.2% | $125,381-82.6% | $66,938-67.4% |
| Participation rate | 35.8% | 76.4%-40.6pp | 82.4%-46.6pp | 69.8%-34.0pp |
| Annual return | 1.03% | -8.49%+9.5pp | 572.31%-571.3pp | 1.58%-0.5pp |
| Employer contribution / active EE | $1,275 | $3,554-64.1% | $4,815-73.5% | $2,545-49.9% |
| Participant deferral / active EE | $1,983 | $6,783-70.8% | $7,448-73.4% | $4,238-53.2% |
| Admin fee / account holder | $377 | $685-45.0% | $10,007-96.2% | $594-36.5% |