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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 | $20,227 | $69,977-71.1% | $108,582-81.4% | $62,881-67.8% |
| Participation rate | 28.6% | 72.9%-44.3pp | 79.6%-51.0pp | 69.3%-40.7pp |
| Annual return | 4.81% | 10.73%-5.9pp | -51.70%+56.5pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $258 | $3,165-91.8% | $4,311-94.0% | $3,203-91.9% |
| Admin fee / account holder | $832 | $5,076-83.6% | $7,645-89.1% | $4,296-80.6% |