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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 | $10,371 | $58,577-82.3% | $83,323-87.6% | $64,186-83.8% |
| Participation rate | 54.8% | 72.0%-17.3pp | 77.8%-23.0pp | 69.6%-14.8pp |
| Annual return | -0.55% | 9.65%-10.2pp | 10.63%-11.2pp | 7.63%-8.2pp |
| Employer contribution / active EE | $831 | $2,098-60.4% | $3,379-75.4% | $2,381-65.1% |
| Participant deferral / active EE | $1,785 | $4,654-61.6% | $5,565-67.9% | $3,470-48.5% |
| Admin fee / account holder | $378 | $9,275-95.9% | $7,539-95.0% | $4,888-92.3% |