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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 | $13,890 | $69,977-80.2% | $108,582-87.2% | $62,881-77.9% |
| Participation rate | 68.1% | 72.9%-4.8pp | 79.6%-11.5pp | 69.3%-1.2pp |
| Annual return | 5.90% | 10.73%-4.8pp | -51.70%+57.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,050 | $3,165-66.8% | $4,311-75.7% | $3,203-67.2% |
| Admin fee / account holder | $679 | $5,076-86.6% | $7,645-91.1% | $4,296-84.2% |