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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 | $14,118 | $71,873-80.4% | $86,698-83.7% | $68,490-79.4% |
| Participation rate | 61.1% | 72.2%-11.1pp | 76.6%-15.5pp | 67.9%-6.8pp |
| Annual return | -18.31% | 3.54%-21.8pp | 35.96%-54.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,045 | $2,173-51.9% | $2,837-63.2% | $2,597-59.8% |
| Participant deferral / active EE | $1,603 | $3,779-57.6% | $4,656-65.6% | $4,028-60.2% |
| Admin fee / account holder | $2,255 | $6,110-63.1% | $7,492-69.9% | $5,403-58.3% |