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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 | $19,837 | $73,009-72.8% | $90,760-78.1% | $68,486-71.0% |
| Participation rate | 42.2% | 70.8%-28.6pp | 75.7%-33.5pp | 67.9%-25.7pp |
| Annual return | -17.80% | -13.81%-4.0pp | -12.16%-5.6pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,068 | $2,193-51.3% | $2,922-63.5% | $2,597-58.9% |
| Participant deferral / active EE | $1,512 | $3,626-58.3% | $4,565-66.9% | $4,028-62.5% |
| Admin fee / account holder | $647 | $5,896-89.0% | $8,444-92.3% | $5,404-88.0% |