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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 | $13,541 | $64,719-79.1% | $112,249-87.9% | $68,486-80.2% |
| Participation rate | 58.6% | 67.2%-8.5pp | 75.1%-16.4pp | 67.9%-9.3pp |
| Annual return | -17.61% | -11.40%-6.2pp | 27.48%-45.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,554 | $2,747-7.0% | $3,636-29.8% | $2,597-1.6% |
| Participant deferral / active EE | $413 | $3,565-88.4% | $4,729-91.3% | $4,028-89.7% |
| Admin fee / account holder | $4,302 | $5,232-17.8% | $6,412-32.9% | $5,404-20.4% |