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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 | $18,690 | $73,019-74.4% | $90,766-79.4% | $68,490-72.7% |
| Participation rate | 69.2% | 70.8%-1.6pp | 75.7%-6.5pp | 67.9%+1.3pp |
| Annual return | -13.85% | -13.81%0pp | -12.16%-1.7pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,382 | $2,193-37.0% | $2,922-52.7% | $2,597-46.8% |
| Participant deferral / active EE | $1,275 | $3,626-64.8% | $4,565-72.1% | $4,028-68.4% |
| Admin fee / account holder | $641 | $5,897-89.1% | $8,446-92.4% | $5,403-88.1% |