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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 | $12,453 | $59,834-79.2% | $79,576-84.4% | $68,495-81.8% |
| Participation rate | 18.8% | 61.1%-42.3pp | 69.5%-50.7pp | 67.9%-49.1pp |
| Annual return | -14.84% | -12.30%-2.5pp | 0.15%-15.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $381 | $1,505-74.7% | $2,413-84.2% | $2,596-85.3% |
| Participant deferral / active EE | $559 | $3,024-81.5% | $3,985-86.0% | $4,028-86.1% |
| Admin fee / account holder | $1,601 | $4,835-66.9% | $6,834-76.6% | $5,403-70.4% |