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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 | $8,656 | $42,910-79.8% | $60,919-85.8% | $68,490-87.4% |
| Participation rate | 59.3% | 66.8%-7.5pp | 73.1%-13.8pp | 67.9%-8.6pp |
| Annual return | -17.37% | -13.99%-3.4pp | 16.96%-34.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $443 | $1,978-77.6% | $2,704-83.6% | $2,597-82.9% |
| Participant deferral / active EE | $560 | $2,866-80.5% | $3,814-85.3% | $4,028-86.1% |
| Admin fee / account holder | $1,486 | $3,104-52.1% | $3,228-54.0% | $5,403-72.5% |