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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 | $11,591 | $61,660-81.2% | $80,022-85.5% | $64,173-81.9% |
| Participation rate | 48.3% | 71.7%-23.4pp | 75.8%-27.6pp | 69.6%-21.3pp |
| Annual return | -6.77% | -0.33%-6.4pp | 11.22%-18.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $935 | $2,968-68.5% | $3,686-74.6% | $3,470-73.1% |
| Admin fee / account holder | $1,027 | $5,417-81.0% | $6,521-84.3% | $4,887-79.0% |