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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 | $20,380 | $71,873-71.6% | $86,698-76.5% | $68,490-70.2% |
| Participation rate | 41.8% | 72.2%-30.5pp | 76.6%-34.8pp | 67.9%-26.1pp |
| Annual return | -17.01% | 3.54%-20.5pp | 35.96%-53.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,012 | $2,173-53.4% | $2,837-64.3% | $2,597-61.0% |
| Participant deferral / active EE | $1,723 | $3,779-54.4% | $4,656-63.0% | $4,028-57.2% |
| Admin fee / account holder | $2,769 | $6,110-54.7% | $7,492-63.0% | $5,403-48.7% |