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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 | $9,237 | $73,009-87.3% | $90,760-89.8% | $68,486-86.5% |
| Participation rate | 51.6% | 70.8%-19.3pp | 75.7%-24.1pp | 67.9%-16.3pp |
| Annual return | -16.15% | -13.81%-2.3pp | -12.16%-4.0pp | -7.85%-8.3pp |
| Employer contribution / active EE | $590 | $2,193-73.1% | $2,922-79.8% | $2,597-77.3% |
| Participant deferral / active EE | $1,467 | $3,626-59.6% | $4,565-67.9% | $4,028-63.6% |
| Admin fee / account holder | $1,321 | $5,896-77.6% | $8,444-84.4% | $5,404-75.6% |