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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 | $14,729 | $72,404-79.7% | $110,243-86.6% | $64,173-77.0% |
| Participation rate | 48.8% | 73.3%-24.6pp | 79.8%-31.1pp | 69.6%-20.8pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.76%-314.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $634 | $2,282-72.2% | $3,827-83.4% | $2,381-73.4% |
| Participant deferral / active EE | $1,249 | $3,469-64.0% | $4,672-73.3% | $3,470-64.0% |
| Admin fee / account holder | $484 | $5,664-91.5% | $8,548-94.3% | $4,887-90.1% |