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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 | $32,513 | $110,083-70.5% | $151,645-78.6% | $68,490-52.5% |
| Participation rate | 28.6% | 84.0%-55.4pp | 87.5%-58.9pp | 67.9%-39.3pp |
| Annual return | -13.83% | -10.12%-3.7pp | 3.34%-17.2pp | -7.85%-6.0pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,838 | $6,526-71.8% | $8,363-78.0% | $4,028-54.4% |
| Admin fee / account holder | $10,543 | $7,718+36.6% | $11,614-9.2% | $5,403+95.1% |