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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 | $15,572 | $99,032-84.3% | $80,022-80.5% | $135,379-88.5% |
| Participation rate | 42.9% | 78.4%-35.5pp | 75.8%-33.0pp | 82.6%-39.8pp |
| Annual return | -7.20% | 15.39%-22.6pp | 11.22%-18.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $1,002 | $3,043-67.1% | $2,468-59.4% | $4,779-79.0% |
| Participant deferral / active EE | $1,002 | $4,282-76.6% | $3,686-72.8% | $5,609-82.1% |
| Admin fee / account holder | $785 | $10,436-92.5% | $6,521-88.0% | $10,828-92.8% |