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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 | $11,341 | $64,729-82.5% | $112,263-89.9% | $68,490-83.4% |
| Participation rate | 48.6% | 67.2%-18.6pp | 75.1%-26.5pp | 67.9%-19.3pp |
| Annual return | -11.09% | -11.40%+0.3pp | 27.49%-38.6pp | -7.85%-3.2pp |
| Employer contribution / active EE | $2,482 | $2,746-9.6% | $3,636-31.7% | $2,597-4.4% |
| Participant deferral / active EE | $947 | $3,566-73.4% | $4,729-80.0% | $4,028-76.5% |
| Admin fee / account holder | $3,370 | $5,222-35.5% | $6,410-47.4% | $5,403-37.6% |