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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 | $12,173 | $57,352-78.8% | $83,830-85.5% | $64,173-81.0% |
| Participation rate | 48.1% | 68.6%-20.5pp | 76.1%-28.0pp | 69.6%-21.4pp |
| Annual return | -7.27% | 11.38%-18.7pp | 850.97%-858.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $601 | $2,546-76.4% | $3,631-83.5% | $2,381-74.8% |
| Participant deferral / active EE | $1,136 | $2,993-62.0% | $4,082-72.2% | $3,470-67.3% |
| Admin fee / account holder | $3,806 | $4,046-5.9% | $5,479-30.5% | $4,887-22.1% |