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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 | $23,777 | $86,692-72.6% | $119,634-80.1% | $66,949-64.5% |
| Participation rate | 45.7% | 75.6%-29.9pp | 79.3%-33.6pp | 69.8%-24.1pp |
| Annual return | -16.08% | -8.00%-8.1pp | -14.98%-1.1pp | 1.57%-17.7pp |
| Employer contribution / active EE | $1,111 | $2,536-56.2% | $4,232-73.7% | $2,545-56.3% |
| Participant deferral / active EE | $2,007 | $4,360-54.0% | $5,601-64.2% | $4,239-52.6% |
| Admin fee / account holder | $1,088 | $755+44.0% | $10,329-89.5% | $594+83.2% |