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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 | $21,107 | $73,009-71.1% | $90,756-76.7% | $68,495-69.2% |
| Participation rate | 57.8% | 70.8%-13.1pp | 75.7%-17.9pp | 67.9%-10.1pp |
| Annual return | -17.74% | -13.81%-3.9pp | -12.16%-5.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $549 | $2,193-75.0% | $2,922-81.2% | $2,596-78.9% |
| Participant deferral / active EE | $1,254 | $3,626-65.4% | $4,565-72.5% | $4,028-68.9% |
| Admin fee / account holder | $5,131 | $5,896-13.0% | $8,445-39.2% | $5,403-5.0% |