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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 | $19,424 | $65,704-70.4% | $94,229-79.4% | $59,633-67.4% |
| Participation rate | 62.5% | 72.1%-9.6pp | 78.8%-16.3pp | 68.7%-6.2pp |
| Annual return | -0.13% | 5.22%-5.4pp | 10.68%-10.8pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1,549 | $2,021-23.4% | $3,587-56.8% | $2,203-29.7% |
| Participant deferral / active EE | $1,182 | $3,143-62.4% | $4,320-72.6% | $3,192-63.0% |
| Admin fee / account holder | $4,250 | $4,265-0.4% | $6,269-32.2% | $4,297-1.1% |