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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 | $21,025 | $71,873-70.7% | $86,698-75.7% | $68,490-69.3% |
| Participation rate | 28.6% | 72.2%-43.7pp | 76.6%-48.0pp | 67.9%-39.3pp |
| Annual return | -14.72% | 3.54%-18.3pp | 35.96%-50.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $646 | $2,173-70.3% | $2,837-77.2% | $2,597-75.1% |
| Participant deferral / active EE | $862 | $3,779-77.2% | $4,656-81.5% | $4,028-78.6% |
| Admin fee / account holder | $4,313 | $6,110-29.4% | $7,492-42.4% | $5,403-20.2% |