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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 | $12,976 | $58,600-77.9% | $83,327-84.4% | $64,173-79.8% |
| Participation rate | 57.8% | 72.0%-14.3pp | 77.8%-20.0pp | 69.6%-11.8pp |
| Annual return | -4.54% | 9.66%-14.2pp | 10.64%-15.2pp | 7.63%-12.2pp |
| Employer contribution / active EE | $274 | $2,098-86.9% | $3,379-91.9% | $2,381-88.5% |
| Participant deferral / active EE | $556 | $4,656-88.1% | $5,565-90.0% | $3,470-84.0% |
| Admin fee / account holder | $3,534 | $9,282-61.9% | $7,540-53.1% | $4,887-27.7% |