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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 | $14,413 | $71,878-79.9% | $86,698-83.4% | $68,486-79.0% |
| Participation rate | 52.8% | 72.2%-19.5pp | 76.6%-23.8pp | 67.9%-15.1pp |
| Annual return | -15.56% | 3.53%-19.1pp | 35.95%-51.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $963 | $2,173-55.7% | $2,837-66.1% | $2,597-62.9% |
| Participant deferral / active EE | $1,653 | $3,779-56.3% | $4,656-64.5% | $4,028-59.0% |
| Admin fee / account holder | $7,304 | $6,113+19.5% | $7,493-2.5% | $5,404+35.2% |