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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 | $14,722 | $61,660-76.1% | $80,022-81.6% | $64,181-77.1% |
| Participation rate | 22.6% | 71.7%-49.1pp | 75.8%-53.3pp | 69.6%-47.0pp |
| Annual return | -6.02% | -0.33%-5.7pp | 11.22%-17.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $471 | $2,968-84.1% | $3,686-87.2% | $3,470-86.4% |
| Admin fee / account holder | $8,425 | $5,417+55.5% | $6,521+29.2% | $4,887+72.4% |