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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 | $7,007 | $64,719-89.2% | $112,249-93.8% | $68,486-89.8% |
| Participation rate | 30.4% | 67.2%-36.7pp | 75.1%-44.6pp | 67.9%-37.5pp |
| Annual return | -17.58% | -11.40%-6.2pp | 27.48%-45.1pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,320 | $2,747-52.0% | $3,636-63.7% | $2,597-49.2% |
| Participant deferral / active EE | $904 | $3,565-74.6% | $4,729-80.9% | $4,028-77.6% |
| Admin fee / account holder | $1,539 | $5,232-70.6% | $6,412-76.0% | $5,404-71.5% |