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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 | $17,907 | $72,404-75.3% | $110,243-83.8% | $64,173-72.1% |
| Participation rate | 39.0% | 73.3%-34.3pp | 79.8%-40.8pp | 69.6%-30.5pp |
| Annual return | -7.51% | -6.29%-1.2pp | 314.76%-322.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $804 | $2,282-64.8% | $3,827-79.0% | $2,381-66.2% |
| Participant deferral / active EE | $1,381 | $3,469-60.2% | $4,672-70.4% | $3,470-60.2% |
| Admin fee / account holder | $7,566 | $5,664+33.6% | $8,548-11.5% | $4,887+54.8% |