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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 | $18,999 | $61,660-69.2% | $80,022-76.3% | $64,173-70.4% |
| Participation rate | 36.0% | 71.7%-35.7pp | 75.8%-39.8pp | 69.6%-33.6pp |
| Annual return | -6.50% | -0.33%-6.2pp | 11.22%-17.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $714 | $1,810-60.5% | $2,468-71.1% | $2,381-70.0% |
| Participant deferral / active EE | $1,189 | $2,968-59.9% | $3,686-67.7% | $3,470-65.7% |
| Admin fee / account holder | $655 | $5,417-87.9% | $6,521-90.0% | $4,887-86.6% |