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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 | $29,416 | $94,529-68.9% | $140,019-79.0% | $64,173-54.2% |
| Participation rate | 28.1% | 84.1%-56.0pp | 87.5%-59.4pp | 69.6%-41.4pp |
| Annual return | 0.38% | 7.77%-7.4pp | 651.17%-650.8pp | 7.63%-7.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $825 | $5,250-84.3% | $6,927-88.1% | $3,470-76.2% |
| Admin fee / account holder | $1,311 | $6,741-80.6% | $10,705-87.8% | $4,887-73.2% |