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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 | $18,314 | $81,870-77.6% | $119,634-84.7% | $68,490-73.3% |
| Participation rate | 52.4% | 71.9%-19.5pp | 79.3%-26.9pp | 67.9%-15.5pp |
| Annual return | -13.44% | -23.82%+10.4pp | -14.98%+1.5pp | -7.85%-5.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $509 | $4,148-87.7% | $5,601-90.9% | $4,028-87.4% |
| Admin fee / account holder | $1,480 | $6,583-77.5% | $10,329-85.7% | $5,403-72.6% |