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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 | $8,893 | $65,125-86.3% | $143,797-93.8% | $66,949-86.7% |
| Participation rate | 18.8% | 65.2%-46.4pp | 80.3%-61.5pp | 69.8%-51.0pp |
| Annual return | -13.41% | -11.13%-2.3pp | -0.04%-13.4pp | 1.57%-15.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $427 | $2,920-85.4% | $5,638-92.4% | $4,239-89.9% |
| Admin fee / account holder | $392 | $503-22.0% | $14,679-97.3% | $594-33.9% |