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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 | $16,792 | $71,873-76.6% | $86,698-80.6% | $68,490-75.5% |
| Participation rate | 46.0% | 72.2%-26.2pp | 76.6%-30.6pp | 67.9%-21.9pp |
| Annual return | 0.00% | 3.54%-3.5pp | 35.96%-36.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $920 | $2,173-57.7% | $2,837-67.6% | $2,597-64.6% |
| Participant deferral / active EE | $1,345 | $3,779-64.4% | $4,656-71.1% | $4,028-66.6% |
| Admin fee / account holder | $1,575 | $6,110-74.2% | $7,492-79.0% | $5,403-70.8% |