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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 | $26,799 | $91,537-70.7% | $130,045-79.4% | $75,173-64.4% |
| Participation rate | 36.5% | 71.5%-34.9pp | 78.5%-42.0pp | 67.2%-30.7pp |
| Annual return | 18.77% | -631.55%+650.3pp | -137.30%+156.1pp | 160.72%-141.9pp |
| Employer contribution / active EE | $751 | $2,845-73.6% | $4,321-82.6% | $2,671-71.9% |
| Participant deferral / active EE | $1,276 | $4,343-70.6% | $5,820-78.1% | $4,126-69.1% |
| Admin fee / account holder | $2,644 | $6,780-61.0% | $10,600-75.1% | $5,651-53.2% |