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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 | $8,325 | $82,678-89.9% | $125,391-93.4% | $68,490-87.8% |
| Participation rate | 53.6% | 75.1%-21.5pp | 82.4%-28.8pp | 67.9%-14.3pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,273 | $3,382-62.4% | $4,816-73.6% | $2,597-51.0% |
| Participant deferral / active EE | $1,766 | $6,111-71.1% | $7,448-76.3% | $4,028-56.2% |
| Admin fee / account holder | $1,148 | $6,277-81.7% | $10,009-88.5% | $5,403-78.7% |