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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 | $23,709 | $94,529-74.9% | $140,019-83.1% | $64,173-63.1% |
| Participation rate | 65.5% | 84.1%-18.6pp | 87.5%-22.0pp | 69.6%-4.1pp |
| Annual return | -3.32% | 7.77%-11.1pp | 651.17%-654.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,826 | $5,250-65.2% | $6,927-73.6% | $3,470-47.4% |
| Admin fee / account holder | $2,868 | $6,741-57.5% | $10,705-73.2% | $4,887-41.3% |