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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 | $14,312 | $58,600-75.6% | $83,327-82.8% | $64,173-77.7% |
| Participation rate | 21.3% | 72.0%-50.8pp | 77.8%-56.5pp | 69.6%-48.3pp |
| Annual return | 0.00% | 9.66%-9.7pp | 10.64%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $355 | $4,656-92.4% | $5,565-93.6% | $3,470-89.8% |
| Admin fee / account holder | $31,381 | $9,282+238.1% | $7,540+316.2% | $4,887+542.1% |