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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 | $19,362 | $84,499-77.1% | $125,391-84.6% | $66,949-71.1% |
| Participation rate | 58.8% | 76.4%-17.6pp | 82.4%-23.6pp | 69.8%-11.0pp |
| Annual return | 0.30% | -8.49%+8.8pp | 572.41%-572.1pp | 1.57%-1.3pp |
| Employer contribution / active EE | $972 | $3,554-72.7% | $4,816-79.8% | $2,545-61.8% |
| Participant deferral / active EE | $2,459 | $6,785-63.8% | $7,448-67.0% | $4,239-42.0% |
| Admin fee / account holder | $3,367 | $685+391.5% | $10,009-66.4% | $594+467.2% |