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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 | $14,023 | $50,958-72.5% | $74,552-81.2% | $64,181-78.2% |
| Participation rate | 21.9% | 61.1%-39.2pp | 69.1%-47.3pp | 69.6%-47.7pp |
| Annual return | -6.16% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $274 | $2,301-88.1% | $3,108-91.2% | $3,470-92.1% |
| Admin fee / account holder | $1,326 | $4,223-68.6% | $5,060-73.8% | $4,887-72.9% |