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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 | $21,354 | $65,704-67.5% | $94,229-77.3% | $59,633-64.2% |
| Participation rate | 48.6% | 72.1%-23.5pp | 78.8%-30.2pp | 68.7%-20.1pp |
| Annual return | 0.21% | 5.22%-5.0pp | 10.68%-10.5pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,031 | $2,021-49.0% | $3,587-71.3% | $2,203-53.2% |
| Participant deferral / active EE | $1,325 | $3,143-57.8% | $4,320-69.3% | $3,192-58.5% |
| Admin fee / account holder | $11,995 | $4,265+181.3% | $6,269+91.3% | $4,297+179.1% |