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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 | $18,074 | $50,464-64.2% | $75,784-76.2% | $52,331-65.5% |
| Participation rate | 29.6% | 66.8%-37.1pp | 75.8%-46.2pp | 68.1%-38.5pp |
| Annual return | -0.91% | 1.03%-1.9pp | 9.68%-10.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $405 | $1,988-79.6% | $3,323-87.8% | $1,882-78.5% |
| Participant deferral / active EE | $524 | $2,570-79.6% | $3,652-85.6% | $3,022-82.6% |
| Admin fee / account holder | $728 | $1,103-34.0% | $5,300-86.3% | $592+23.1% |