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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 | $19,409 | $77,817-75.1% | $123,553-84.3% | $64,173-69.8% |
| Participation rate | 26.7% | 74.7%-48.0pp | 82.3%-55.6pp | 69.6%-42.9pp |
| Annual return | -5.79% | 12.49%-18.3pp | 119.21%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $701 | $5,240-86.6% | $6,426-89.1% | $3,470-79.8% |
| Admin fee / account holder | $5,763 | $5,519+4.4% | $9,284-37.9% | $4,887+17.9% |