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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 | $9,348 | $65,453-85.7% | $86,698-89.2% | $66,938-86.0% |
| Participation rate | 38.3% | 75.5%-37.1pp | 76.6%-38.3pp | 69.8%-31.5pp |
| Annual return | -1.31% | -10.89%+9.6pp | 35.95%-37.3pp | 1.58%-2.9pp |
| Employer contribution / active EE | $936 | $2,154-56.5% | $2,837-67.0% | $2,545-63.2% |
| Participant deferral / active EE | $1,531 | $4,102-62.7% | $4,656-67.1% | $4,238-63.9% |
| Admin fee / account holder | $362 | $642-43.5% | $7,493-95.2% | $594-38.9% |