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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 | $16,472 | $94,529-82.6% | $140,019-88.2% | $64,173-74.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 87.5%-37.5pp | 69.6%-19.6pp |
| Annual return | -2.68% | 7.77%-10.5pp | 651.17%-653.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,141 | $5,250-78.3% | $6,927-83.5% | $3,470-67.1% |
| Admin fee / account holder | $7,717 | $6,741+14.5% | $10,705-27.9% | $4,887+57.9% |