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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 | $16,672 | $63,861-73.9% | $104,625-84.1% | $79,852-79.1% |
| Participation rate | 30.6% | 64.9%-34.4pp | 74.1%-43.5pp | 69.6%-39.1pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.60%-340.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $365 | $1,588-77.0% | $2,681-86.4% | $2,471-85.2% |
| Participant deferral / active EE | $666 | $2,693-75.3% | $3,738-82.2% | $3,740-82.2% |
| Admin fee / account holder | $2,005 | $4,185-52.1% | $6,465-69.0% | $5,306-62.2% |