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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 | $16,013 | $59,834-73.2% | $79,576-79.9% | $68,495-76.6% |
| Participation rate | 55.6% | 61.1%-5.5pp | 69.5%-13.9pp | 67.9%-12.3pp |
| Annual return | -10.67% | -12.30%+1.6pp | 0.15%-10.8pp | -7.84%-2.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $824 | $3,024-72.8% | $3,985-79.3% | $4,028-79.5% |
| Admin fee / account holder | $60,364 | $4,835+1148.4% | $6,834+783.3% | $5,403+1017.2% |