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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 | $11,970 | $73,009-83.6% | $90,760-86.8% | $68,486-82.5% |
| Participation rate | 50.8% | 70.8%-20.1pp | 75.7%-24.9pp | 67.9%-17.1pp |
| Annual return | -16.38% | -13.81%-2.6pp | -12.16%-4.2pp | -7.85%-8.5pp |
| Employer contribution / active EE | $736 | $2,193-66.5% | $2,922-74.8% | $2,597-71.7% |
| Participant deferral / active EE | $1,474 | $3,626-59.3% | $4,565-67.7% | $4,028-63.4% |
| Admin fee / account holder | $7,114 | $5,896+20.7% | $8,444-15.8% | $5,404+31.6% |