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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 | $17,221 | $67,411-74.5% | $91,004-81.1% | $70,126-75.4% |
| Participation rate | 42.7% | 71.4%-28.7pp | 75.6%-32.9pp | 69.5%-26.9pp |
| Annual return | 32.71% | -40.16%+72.9pp | 4.60%+28.1pp | 73.15%-40.4pp |
| Employer contribution / active EE | $363 | $1,786-79.7% | $2,456-85.2% | $2,343-84.5% |
| Participant deferral / active EE | $922 | $2,823-67.4% | $3,548-74.0% | $3,332-72.3% |
| Admin fee / account holder | $850 | $4,236-79.9% | $5,417-84.3% | $4,645-81.7% |