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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 | $23,024 | $175,646-86.9% | $129,118-82.2% | $134,545-82.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.2%-17.2pp | 81.2%-21.2pp |
| Annual return | -17.13% | -11.39%-5.7pp | -10.94%-6.2pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,522 | $6,355-76.0% | $5,051-69.9% | $4,742-67.9% |
| Participant deferral / active EE | $2,028 | $7,970-74.6% | $6,539-69.0% | $6,401-68.3% |
| Admin fee / account holder | $5,855 | $23,578-75.2% | $14,305-59.1% | $11,431-48.8% |