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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 | $19,439 | $81,870-76.3% | $119,634-83.8% | $68,490-71.6% |
| Participation rate | 34.9% | 71.9%-37.0pp | 79.3%-44.3pp | 67.9%-33.0pp |
| Annual return | -14.25% | -23.82%+9.6pp | -14.98%+0.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $999 | $4,148-75.9% | $5,601-82.2% | $4,028-75.2% |
| Admin fee / account holder | $2,150 | $6,583-67.3% | $10,329-79.2% | $5,403-60.2% |