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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 | $21,224 | $73,009-70.9% | $90,760-76.6% | $68,486-69.0% |
| Participation rate | 37.7% | 70.8%-33.1pp | 75.7%-38.0pp | 67.9%-30.2pp |
| Annual return | -12.95% | -13.81%+0.9pp | -12.16%-0.8pp | -7.85%-5.1pp |
| Employer contribution / active EE | $779 | $2,193-64.5% | $2,922-73.3% | $2,597-70.0% |
| Participant deferral / active EE | $1,184 | $3,626-67.3% | $4,565-74.1% | $4,028-70.6% |
| Admin fee / account holder | $4,230 | $5,896-28.2% | $8,444-49.9% | $5,404-21.7% |