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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 | $14,152 | $57,350-75.3% | $83,850-83.1% | $64,181-77.9% |
| Participation rate | 45.2% | 68.6%-23.4pp | 76.1%-31.0pp | 69.6%-24.4pp |
| Annual return | -5.48% | 11.38%-16.9pp | 850.92%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $918 | $2,993-69.3% | $4,082-77.5% | $3,470-73.6% |
| Admin fee / account holder | $1,128 | $4,046-72.1% | $5,478-79.4% | $4,887-76.9% |