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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 | $18,445 | $71,878-74.3% | $86,698-78.7% | $68,486-73.1% |
| Participation rate | 40.6% | 72.2%-31.6pp | 76.6%-36.0pp | 67.9%-27.3pp |
| Annual return | -14.33% | 3.53%-17.9pp | 35.95%-50.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $764 | $2,173-64.8% | $2,837-73.1% | $2,597-70.6% |
| Participant deferral / active EE | $1,409 | $3,779-62.7% | $4,656-69.7% | $4,028-65.0% |
| Admin fee / account holder | $3,693 | $6,113-39.6% | $7,493-50.7% | $5,404-31.7% |