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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 | $14,213 | $57,352-75.2% | $83,831-83.0% | $64,173-77.9% |
| Participation rate | 37.3% | 68.6%-31.3pp | 76.1%-38.8pp | 69.6%-32.2pp |
| Annual return | -5.31% | 11.38%-16.7pp | 850.99%-856.3pp | 7.63%-12.9pp |
| Employer contribution / active EE | $837 | $2,546-67.1% | $3,631-76.9% | $2,381-64.8% |
| Participant deferral / active EE | $255 | $2,993-91.5% | $4,082-93.8% | $3,470-92.7% |
| Admin fee / account holder | $1,196 | $4,046-70.4% | $5,479-78.2% | $4,887-75.5% |