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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 | $18,789 | $71,872-73.9% | $86,691-78.3% | $68,495-72.6% |
| Participation rate | 38.1% | 72.2%-34.1pp | 76.6%-38.5pp | 67.9%-29.8pp |
| Annual return | -15.54% | 3.53%-19.1pp | 35.94%-51.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,383 | $2,173+9.7% | $2,837-16.0% | $2,596-8.2% |
| Participant deferral / active EE | $705 | $3,779-81.4% | $4,656-84.9% | $4,028-82.5% |
| Admin fee / account holder | $12,818 | $6,112+109.7% | $7,492+71.1% | $5,403+137.2% |