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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 | $19,042 | $71,878-73.5% | $86,698-78.0% | $68,486-72.2% |
| Participation rate | 37.5% | 72.2%-34.7pp | 76.6%-39.1pp | 67.9%-30.4pp |
| Annual return | -13.32% | 3.53%-16.9pp | 35.95%-49.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $847 | $3,779-77.6% | $4,656-81.8% | $4,028-79.0% |
| Admin fee / account holder | $13,850 | $6,113+126.6% | $7,493+84.8% | $5,404+156.3% |