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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 | $19,451 | $58,093-66.5% | $80,022-75.7% | $56,287-65.4% |
| Participation rate | 45.1% | 73.6%-28.5pp | 75.8%-30.7pp | 69.9%-24.8pp |
| Annual return | -1.72% | 34.63%-36.3pp | 11.22%-12.9pp | -9.96%+8.2pp |
| Employer contribution / active EE | $569 | $1,933-70.6% | $2,468-77.0% | $2,111-73.1% |
| Participant deferral / active EE | $1,198 | $3,136-61.8% | $3,686-67.5% | $3,350-64.2% |
| Admin fee / account holder | $7,482 | $623+1101.8% | $6,521+14.7% | $521+1336.3% |