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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 | $14,379 | $72,404-80.1% | $110,243-87.0% | $64,173-77.6% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | -6.61% | -6.29%-0.3pp | 314.76%-321.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $507 | $3,469-85.4% | $4,672-89.2% | $3,470-85.4% |
| Admin fee / account holder | $701 | $5,664-87.6% | $8,548-91.8% | $4,887-85.7% |