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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 | $23,205 | $65,437-64.5% | $86,698-73.2% | $66,949-65.3% |
| Participation rate | 25.0% | 75.5%-50.5pp | 76.6%-51.6pp | 69.8%-44.8pp |
| Annual return | -17.91% | -10.91%-7.0pp | 35.96%-53.9pp | 1.57%-19.5pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $965 | $4,102-76.5% | $4,656-79.3% | $4,239-77.2% |
| Admin fee / account holder | $1,725 | $642+168.8% | $7,492-77.0% | $594+190.6% |