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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 | $18,134 | $61,660-70.6% | $80,022-77.3% | $64,173-71.7% |
| Participation rate | 43.5% | 71.7%-28.2pp | 75.8%-32.4pp | 69.6%-26.1pp |
| Annual return | -4.01% | -0.33%-3.7pp | 11.22%-15.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $421 | $1,810-76.8% | $2,468-83.0% | $2,381-82.3% |
| Participant deferral / active EE | $898 | $2,968-69.7% | $3,686-75.6% | $3,470-74.1% |
| Admin fee / account holder | $3,790 | $5,417-30.0% | $6,521-41.9% | $4,887-22.5% |