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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 | $10,555 | $64,729-83.7% | $112,263-90.6% | $68,490-84.6% |
| Participation rate | 35.0% | 67.2%-32.2pp | 75.1%-40.1pp | 67.9%-32.9pp |
| Annual return | -19.06% | -11.40%-7.7pp | 27.49%-46.6pp | -7.85%-11.2pp |
| Employer contribution / active EE | $697 | $2,746-74.6% | $3,636-80.8% | $2,597-73.1% |
| Participant deferral / active EE | $1,395 | $3,566-60.9% | $4,729-70.5% | $4,028-65.4% |
| Admin fee / account holder | $316 | $5,222-94.0% | $6,410-95.1% | $5,403-94.2% |