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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 | $28,897 | $79,523-63.7% | $140,019-79.4% | $56,289-48.7% |
| Participation rate | 53.3% | 85.7%-32.4pp | 87.5%-34.2pp | 69.9%-16.5pp |
| Annual return | 1.37% | 2.39%-1.0pp | 651.17%-649.8pp | -9.96%+11.3pp |
| Employer contribution / active EE | $1,281 | $3,350-61.8% | $5,605-77.1% | $2,111-39.3% |
| Participant deferral / active EE | $2,200 | $5,129-57.1% | $6,927-68.2% | $3,350-34.3% |
| Admin fee / account holder | $2,469 | $614+301.9% | $10,705-76.9% | $521+373.9% |