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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 | $11,618 | $58,577-80.2% | $83,323-86.1% | $64,181-81.9% |
| Participation rate | 45.8% | 72.0%-26.2pp | 77.8%-31.9pp | 69.6%-23.7pp |
| Annual return | -8.14% | 9.65%-17.8pp | 10.63%-18.8pp | 7.63%-15.8pp |
| Employer contribution / active EE | $592 | $2,098-71.8% | $3,379-82.5% | $2,381-75.1% |
| Participant deferral / active EE | $1,205 | $4,654-74.1% | $5,565-78.4% | $3,470-65.3% |
| Admin fee / account holder | $2,632 | $9,275-71.6% | $7,539-65.1% | $4,887-46.2% |