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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 | $12,764 | $50,947-74.9% | $74,551-82.9% | $64,173-80.1% |
| Participation rate | 8.2% | 61.1%-52.9pp | 69.1%-60.9pp | 69.6%-61.4pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $546 | $2,302-76.3% | $3,108-82.4% | $3,470-84.3% |
| Admin fee / account holder | $6,164 | $4,221+46.0% | $5,059+21.8% | $4,887+26.1% |