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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 | $12,728 | $59,813-78.7% | $79,580-84.0% | $68,486-81.4% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -17.65% | -12.30%-5.4pp | 0.15%-17.8pp | -7.85%-9.8pp |
| Employer contribution / active EE | $448 | $1,505-70.2% | $2,413-81.4% | $2,597-82.7% |
| Participant deferral / active EE | $920 | $3,024-69.6% | $3,985-76.9% | $4,028-77.1% |
| Admin fee / account holder | $1,427 | $4,835-70.5% | $6,835-79.1% | $5,404-73.6% |