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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 | $14,727 | $110,083-86.6% | $151,645-90.3% | $68,490-78.5% |
| Participation rate | 22.9% | 84.0%-61.1pp | 87.5%-64.6pp | 67.9%-45.0pp |
| Annual return | -12.52% | -10.12%-2.4pp | 3.34%-15.9pp | -7.85%-4.7pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $240 | $6,526-96.3% | $8,363-97.1% | $4,028-94.0% |
| Admin fee / account holder | $3,149 | $7,718-59.2% | $11,614-72.9% | $5,403-41.7% |