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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 | $10,363 | $57,352-81.9% | $83,831-87.6% | $64,173-83.9% |
| Participation rate | 30.2% | 68.6%-38.4pp | 76.1%-45.9pp | 69.6%-39.3pp |
| Annual return | -7.00% | 11.38%-18.4pp | 850.99%-858.0pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $699 | $2,993-76.6% | $4,082-82.9% | $3,470-79.9% |
| Admin fee / account holder | $481 | $4,046-88.1% | $5,479-91.2% | $4,887-90.2% |