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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 | $22,644 | $73,009-69.0% | $90,760-75.1% | $68,486-66.9% |
| Participation rate | 51.3% | 70.8%-19.5pp | 75.7%-24.4pp | 67.9%-16.6pp |
| Annual return | -15.81% | -13.81%-2.0pp | -12.16%-3.7pp | -7.85%-8.0pp |
| Employer contribution / active EE | $895 | $2,193-59.2% | $2,922-69.4% | $2,597-65.5% |
| Participant deferral / active EE | $1,359 | $3,626-62.5% | $4,565-70.2% | $4,028-66.2% |
| Admin fee / account holder | $1,362 | $5,896-76.9% | $8,444-83.9% | $5,404-74.8% |