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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 | $24,057 | $86,655-72.2% | $119,622-79.9% | $66,938-64.1% |
| Participation rate | 48.5% | 75.6%-27.1pp | 79.3%-30.8pp | 69.8%-21.3pp |
| Annual return | -16.48% | -8.00%-8.5pp | -14.98%-1.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,155 | $2,536-54.5% | $4,232-72.7% | $2,545-54.6% |
| Participant deferral / active EE | $2,141 | $4,358-50.9% | $5,601-61.8% | $4,238-49.5% |
| Admin fee / account holder | $557 | $755-26.2% | $10,328-94.6% | $594-6.2% |