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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 | $19,109 | $71,873-73.4% | $86,698-78.0% | $68,490-72.1% |
| Participation rate | 51.3% | 72.2%-21.0pp | 76.6%-25.3pp | 67.9%-16.6pp |
| Annual return | -14.75% | 3.54%-18.3pp | 35.96%-50.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $590 | $2,173-72.9% | $2,837-79.2% | $2,597-77.3% |
| Participant deferral / active EE | $898 | $3,779-76.2% | $4,656-80.7% | $4,028-77.7% |
| Admin fee / account holder | $953 | $6,110-84.4% | $7,492-87.3% | $5,403-82.4% |