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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 | $9,300 | $73,867-87.4% | $143,770-93.5% | $68,498-86.4% |
| Participation rate | 48.4% | 66.7%-18.3pp | 80.3%-31.9pp | 67.9%-19.5pp |
| Annual return | -15.78% | 1.01%-16.8pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $806 | $3,184-74.7% | $4,951-83.7% | $2,596-69.0% |
| Participant deferral / active EE | $806 | $3,384-76.2% | $5,638-85.7% | $4,027-80.0% |
| Admin fee / account holder | $2,820 | $5,755-51.0% | $14,673-80.8% | $5,403-47.8% |