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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 | $9,257 | $71,878-87.1% | $86,698-89.3% | $68,486-86.5% |
| Participation rate | 15.2% | 72.2%-57.1pp | 76.6%-61.4pp | 67.9%-52.7pp |
| Annual return | -13.77% | 3.53%-17.3pp | 35.95%-49.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $310 | $3,779-91.8% | $4,656-93.3% | $4,028-92.3% |
| Admin fee / account holder | $3,067 | $6,113-49.8% | $7,493-59.1% | $5,404-43.2% |