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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 | $18,433 | $99,032-81.4% | $80,022-77.0% | $135,379-86.4% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -6.31% | 15.39%-21.7pp | 11.22%-17.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $571 | $3,043-81.3% | $2,468-76.9% | $4,779-88.1% |
| Participant deferral / active EE | $840 | $4,282-80.4% | $3,686-77.2% | $5,609-85.0% |
| Admin fee / account holder | $336 | $10,436-96.8% | $6,521-94.8% | $10,828-96.9% |