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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 | $11,343 | $71,873-84.2% | $86,698-86.9% | $68,490-83.4% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -10.60% | 3.54%-14.1pp | 35.96%-46.6pp | -7.85%-2.7pp |
| Employer contribution / active EE | $3,613 | $2,173+66.2% | $2,837+27.3% | $2,597+39.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $419 | $6,110-93.1% | $7,492-94.4% | $5,403-92.3% |