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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 | $19,210 | $127,387-84.9% | $115,038-83.3% | $125,389-84.7% |
| Participation rate | 38.5% | 84.2%-45.7pp | 81.4%-42.9pp | 83.2%-44.7pp |
| Annual return | -1.35% | 31.28%-32.6pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $948 | $5,166-81.7% | $4,608-79.4% | $4,866-80.5% |
| Participant deferral / active EE | $1,261 | $6,423-80.4% | $6,026-79.1% | $5,352-76.4% |
| Admin fee / account holder | $6,317 | $9,516-33.6% | $8,175-22.7% | $9,541-33.8% |