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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 | $16,220 | $77,817-79.2% | $123,553-86.9% | $64,173-74.7% |
| Participation rate | 48.1% | 74.7%-26.6pp | 82.3%-34.1pp | 69.6%-21.4pp |
| Annual return | -7.86% | 12.49%-20.4pp | 119.21%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,202 | $5,240-77.1% | $6,426-81.3% | $3,470-65.4% |
| Admin fee / account holder | $647 | $5,519-88.3% | $9,284-93.0% | $4,887-86.8% |