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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 | $17,220 | $50,947-66.2% | $74,549-76.9% | $64,173-73.2% |
| Participation rate | 13.2% | 61.1%-47.9pp | 69.1%-55.9pp | 69.6%-56.4pp |
| Annual return | -6.45% | -1.85%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $358 | $1,115-67.9% | $1,961-81.7% | $2,381-84.9% |
| Participant deferral / active EE | $691 | $2,302-70.0% | $3,108-77.8% | $3,470-80.1% |
| Admin fee / account holder | $3,381 | $4,221-19.9% | $5,059-33.2% | $4,887-30.8% |