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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 | $19,316 | $81,870-76.4% | $119,634-83.9% | $68,490-71.8% |
| Participation rate | 36.8% | 71.9%-35.1pp | 79.3%-42.4pp | 67.9%-31.1pp |
| Annual return | -17.15% | -23.82%+6.7pp | -14.98%-2.2pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,818 | $4,148-56.2% | $5,601-67.5% | $4,028-54.9% |
| Admin fee / account holder | $1,235 | $6,583-81.2% | $10,329-88.0% | $5,403-77.1% |