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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 | $15,758 | $64,729-75.7% | $112,263-86.0% | $68,490-77.0% |
| Participation rate | 61.5% | 67.2%-5.6pp | 75.1%-13.5pp | 67.9%-6.4pp |
| Annual return | -16.32% | -11.40%-4.9pp | 27.49%-43.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,027 | $2,746-62.6% | $3,636-71.8% | $2,597-60.5% |
| Participant deferral / active EE | $1,260 | $3,566-64.7% | $4,729-73.4% | $4,028-68.7% |
| Admin fee / account holder | $4,602 | $5,222-11.9% | $6,410-28.2% | $5,403-14.8% |