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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 | $20,406 | $72,404-71.8% | $110,243-81.5% | $64,173-68.2% |
| Participation rate | 57.3% | 73.3%-16.0pp | 79.8%-22.5pp | 69.6%-12.3pp |
| Annual return | -3.58% | -6.29%+2.7pp | 314.76%-318.3pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $868 | $3,469-75.0% | $4,672-81.4% | $3,470-75.0% |
| Admin fee / account holder | $2,272 | $5,664-59.9% | $8,548-73.4% | $4,887-53.5% |