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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 | $18,809 | $72,404-74.0% | $110,241-82.9% | $64,181-70.7% |
| Participation rate | 38.7% | 73.3%-34.6pp | 79.8%-41.1pp | 69.6%-30.9pp |
| Annual return | -5.91% | -6.29%+0.4pp | 314.75%-320.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,044 | $2,282-54.2% | $3,827-72.7% | $2,381-56.1% |
| Participant deferral / active EE | $1,475 | $3,469-57.5% | $4,672-68.4% | $3,470-57.5% |
| Admin fee / account holder | $1,535 | $5,664-72.9% | $8,548-82.0% | $4,887-68.6% |