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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 | $20,523 | $66,302-69.0% | $110,241-81.4% | $56,287-63.5% |
| Participation rate | 49.1% | 74.9%-25.8pp | 79.8%-30.7pp | 69.9%-20.7pp |
| Annual return | 0.75% | -1.18%+1.9pp | 314.75%-314.0pp | -9.96%+10.7pp |
| Employer contribution / active EE | $1,087 | $2,047-46.9% | $3,827-71.6% | $2,111-48.5% |
| Participant deferral / active EE | $1,673 | $3,381-50.5% | $4,672-64.2% | $3,350-50.0% |
| Admin fee / account holder | $405 | $698-42.1% | $8,548-95.3% | $521-22.3% |