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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 | $13,638 | $60,989-77.6% | $60,919-77.6% | $66,949-79.6% |
| Participation rate | 30.5% | 74.5%-44.0pp | 73.1%-42.6pp | 69.8%-39.3pp |
| Annual return | -10.81% | -9.60%-1.2pp | 16.96%-27.8pp | 1.57%-12.4pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,704-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $159 | $3,615-95.6% | $3,814-95.8% | $4,239-96.3% |
| Admin fee / account holder | $360 | $338+6.5% | $3,228-88.8% | $594-39.3% |