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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 | $11,018 | $64,719-83.0% | $112,249-90.2% | $68,486-83.9% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -18.79% | -11.40%-7.4pp | 27.48%-46.3pp | -7.85%-10.9pp |
| Employer contribution / active EE | $903 | $2,747-67.1% | $3,636-75.2% | $2,597-65.2% |
| Participant deferral / active EE | $1,097 | $3,565-69.2% | $4,729-76.8% | $4,028-72.8% |
| Admin fee / account holder | $803 | $5,232-84.7% | $6,412-87.5% | $5,404-85.1% |