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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 | $14,319 | $86,655-83.5% | $119,608-88.0% | $66,930-78.6% |
| Participation rate | 33.1% | 75.6%-42.5pp | 79.3%-46.2pp | 69.8%-36.7pp |
| Annual return | -16.66% | -8.00%-8.7pp | -14.98%-1.7pp | 1.57%-18.2pp |
| Employer contribution / active EE | $1,139 | $2,536-55.1% | $4,232-73.1% | $2,545-55.2% |
| Participant deferral / active EE | $1,639 | $4,358-62.4% | $5,601-70.7% | $4,238-61.3% |
| Admin fee / account holder | $4,065 | $755+438.6% | $10,326-60.6% | $593+585.0% |