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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 | $17,248 | $50,958-66.2% | $74,552-76.9% | $64,181-73.1% |
| Participation rate | 48.5% | 61.1%-12.5pp | 69.1%-20.6pp | 69.6%-21.0pp |
| Annual return | -7.65% | -1.86%-5.8pp | 32.53%-40.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $889 | $2,301-61.4% | $3,108-71.4% | $3,470-74.4% |
| Admin fee / account holder | $698 | $4,223-83.5% | $5,060-86.2% | $4,887-85.7% |