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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 | $17,179 | $71,873-76.1% | $86,698-80.2% | $68,490-74.9% |
| Participation rate | 22.7% | 72.2%-49.5pp | 76.6%-53.9pp | 67.9%-45.2pp |
| Annual return | -16.77% | 3.54%-20.3pp | 35.96%-52.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $673 | $2,173-69.0% | $2,837-76.3% | $2,597-74.1% |
| Participant deferral / active EE | $1,107 | $3,779-70.7% | $4,656-76.2% | $4,028-72.5% |
| Admin fee / account holder | $7,920 | $6,110+29.6% | $7,492+5.7% | $5,403+46.6% |