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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 | $15,507 | $56,339-72.5% | $104,301-85.1% | $68,486-77.4% |
| Participation rate | 9.7% | 63.3%-53.6pp | 73.3%-63.6pp | 67.9%-58.2pp |
| Annual return | -12.07% | -9.19%-2.9pp | 24.61%-36.7pp | -7.85%-4.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $293 | $3,077-90.5% | $4,626-93.7% | $4,028-92.7% |
| Admin fee / account holder | $575 | $4,902-88.3% | $7,340-92.2% | $5,404-89.4% |