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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 | $5,560 | $50,947-89.1% | $74,551-92.5% | $64,173-91.3% |
| Participation rate | 39.1% | 61.1%-21.9pp | 69.1%-30.0pp | 69.6%-30.4pp |
| Annual return | -7.43% | -1.85%-5.6pp | 32.53%-40.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,045 | $1,115-6.3% | $1,961-46.7% | $2,381-56.1% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,445 | $4,221-65.8% | $5,059-71.4% | $4,887-70.4% |