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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 | $9,092 | $53,546-83.0% | $69,890-87.0% | $68,490-86.7% |
| Participation rate | 44.0% | 64.5%-20.5pp | 70.5%-26.5pp | 67.9%-23.9pp |
| Annual return | -14.19% | -13.87%-0.3pp | 190.84%-205.0pp | -7.85%-6.3pp |
| Employer contribution / active EE | $599 | $2,019-70.3% | $2,560-76.6% | $2,597-76.9% |
| Participant deferral / active EE | $787 | $2,957-73.4% | $3,848-79.6% | $4,028-80.5% |
| Admin fee / account holder | $1,526 | $4,693-67.5% | $6,267-75.6% | $5,403-71.7% |