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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 | $27,371 | $94,529-71.0% | $140,019-80.5% | $64,173-57.3% |
| Participation rate | 49.2% | 84.1%-34.9pp | 87.5%-38.3pp | 69.6%-20.4pp |
| Annual return | -6.31% | 7.77%-14.1pp | 651.15%-657.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,580 | $5,250-69.9% | $6,927-77.2% | $3,470-54.5% |
| Admin fee / account holder | $4,394 | $6,741-34.8% | $10,705-59.0% | $4,887-10.1% |