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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 | $20,238 | $71,873-71.8% | $86,698-76.7% | $68,490-70.5% |
| Participation rate | 60.7% | 72.2%-11.6pp | 76.6%-15.9pp | 67.9%-7.2pp |
| Annual return | -16.74% | 3.54%-20.3pp | 35.96%-52.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,442 | $3,779-61.8% | $4,656-69.0% | $4,028-64.2% |
| Admin fee / account holder | $370 | $6,110-93.9% | $7,492-95.1% | $5,403-93.1% |