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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 | $20,728 | $61,660-66.4% | $80,022-74.1% | $64,173-67.7% |
| Participation rate | 47.2% | 71.7%-24.5pp | 75.8%-28.6pp | 69.6%-22.3pp |
| Annual return | -4.71% | -0.33%-4.4pp | 11.22%-15.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $921 | $1,810-49.1% | $2,468-62.7% | $2,381-61.3% |
| Participant deferral / active EE | $1,119 | $2,968-62.3% | $3,686-69.6% | $3,470-67.7% |
| Admin fee / account holder | $417 | $5,417-92.3% | $6,521-93.6% | $4,887-91.5% |