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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 | $17,245 | $64,719-73.4% | $112,249-84.6% | $68,486-74.8% |
| Participation rate | 41.4% | 67.2%-25.8pp | 75.1%-33.7pp | 67.9%-26.5pp |
| Annual return | -19.40% | -11.40%-8.0pp | 27.48%-46.9pp | -7.85%-11.5pp |
| Employer contribution / active EE | $927 | $2,747-66.3% | $3,636-74.5% | $2,597-64.3% |
| Participant deferral / active EE | $1,371 | $3,565-61.5% | $4,729-71.0% | $4,028-66.0% |
| Admin fee / account holder | $1,509 | $5,232-71.2% | $6,412-76.5% | $5,404-72.1% |