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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 | $14,131 | $95,975-85.3% | $74,549-81.0% | $135,379-89.6% |
| Participation rate | 25.0% | 75.7%-50.7pp | 69.1%-44.1pp | 82.6%-57.6pp |
| Annual return | 0.12% | 56.96%-56.8pp | 32.53%-32.4pp | 519.79%-519.7pp |
| Employer contribution / active EE | $415 | $2,716-84.7% | $1,961-78.8% | $4,779-91.3% |
| Participant deferral / active EE | $462 | $3,844-88.0% | $3,108-85.2% | $5,609-91.8% |
| Admin fee / account holder | $28,243 | $6,522+333.1% | $5,059+458.3% | $10,828+160.8% |