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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 | $14,000 | $69,977-80.0% | $108,582-87.1% | $62,881-77.7% |
| Participation rate | 56.6% | 72.9%-16.3pp | 79.6%-22.9pp | 69.3%-12.7pp |
| Annual return | 10.87% | 10.73%+0.1pp | -51.70%+62.6pp | 20.14%-9.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $732 | $3,165-76.9% | $4,311-83.0% | $3,203-77.1% |
| Admin fee / account holder | $2,294 | $5,076-54.8% | $7,645-70.0% | $4,296-46.6% |