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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 | $19,065 | $140,592-86.4% | $123,105-84.5% | $125,389-84.8% |
| Participation rate | 65.0% | 88.2%-23.2pp | 86.8%-21.8pp | 83.2%-18.2pp |
| Annual return | -0.39% | 16.80%-17.2pp | 13.22%-13.6pp | 282.24%-282.6pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,525 | $6,980-78.1% | $6,229-75.5% | $5,352-71.5% |
| Admin fee / account holder | $12,281 | $11,198+9.7% | $9,014+36.2% | $9,541+28.7% |