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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 | $16,021 | $71,878-77.7% | $86,698-81.5% | $68,486-76.6% |
| Participation rate | 65.0% | 72.2%-7.2pp | 76.6%-11.6pp | 67.9%-2.9pp |
| Annual return | -17.55% | 3.53%-21.1pp | 35.95%-53.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $805 | $2,173-63.0% | $2,837-71.6% | $2,597-69.0% |
| Participant deferral / active EE | $1,650 | $3,779-56.3% | $4,656-64.6% | $4,028-59.0% |
| Admin fee / account holder | $2,143 | $6,113-64.9% | $7,493-71.4% | $5,404-60.3% |