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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 | $19,377 | $71,878-73.0% | $86,698-77.6% | $68,486-71.7% |
| Participation rate | 19.2% | 72.2%-53.0pp | 76.6%-57.4pp | 67.9%-48.7pp |
| Annual return | -18.57% | 3.53%-22.1pp | 35.95%-54.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,415 | $3,779-62.5% | $4,656-69.6% | $4,028-64.9% |
| Admin fee / account holder | $1,076 | $6,113-82.4% | $7,493-85.6% | $5,404-80.1% |