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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 | $7,075 | $110,083-93.6% | $151,645-95.3% | $68,490-89.7% |
| Participation rate | 60.6% | 84.0%-23.3pp | 87.5%-26.9pp | 67.9%-7.3pp |
| Annual return | -5.65% | -10.12%+4.5pp | 3.34%-9.0pp | -7.85%+2.2pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,138 | $6,526-82.6% | $8,363-86.4% | $4,028-71.8% |
| Admin fee / account holder | $16,203 | $7,718+110.0% | $11,614+39.5% | $5,403+199.9% |