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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 | $9,139 | $46,697-80.4% | $117,533-92.2% | $68,486-86.7% |
| Participation rate | 26.9% | 56.8%-29.9pp | 70.6%-43.7pp | 67.9%-41.0pp |
| Annual return | -15.69% | -14.52%-1.2pp | 29.77%-45.5pp | -7.85%-7.8pp |
| Employer contribution / active EE | $610 | $1,506-59.5% | $4,179-85.4% | $2,597-76.5% |
| Participant deferral / active EE | $721 | $2,637-72.7% | $4,072-82.3% | $4,028-82.1% |
| Admin fee / account holder | $2,269 | $4,023-43.6% | $5,647-59.8% | $5,404-58.0% |