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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 | $13,409 | $59,819-77.6% | $79,583-83.2% | $68,490-80.4% |
| Participation rate | 50.8% | 61.1%-10.3pp | 69.5%-18.7pp | 67.9%-17.1pp |
| Annual return | -19.17% | -12.30%-6.9pp | 0.16%-19.3pp | -7.85%-11.3pp |
| Employer contribution / active EE | $485 | $1,505-67.8% | $2,414-79.9% | $2,597-81.3% |
| Participant deferral / active EE | $1,093 | $3,025-63.8% | $3,986-72.6% | $4,028-72.9% |
| Admin fee / account holder | $942 | $4,835-80.5% | $6,835-86.2% | $5,403-82.6% |