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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 | $12,623 | $64,719-80.5% | $112,249-88.8% | $68,486-81.6% |
| Participation rate | 20.0% | 67.2%-47.2pp | 75.1%-55.1pp | 67.9%-47.9pp |
| Annual return | -11.77% | -11.40%-0.4pp | 27.48%-39.3pp | -7.85%-3.9pp |
| Employer contribution / active EE | $905 | $2,747-67.1% | $3,636-75.1% | $2,597-65.2% |
| Participant deferral / active EE | $1,107 | $3,565-69.0% | $4,729-76.6% | $4,028-72.5% |
| Admin fee / account holder | $6,752 | $5,232+29.0% | $6,412+5.3% | $5,404+25.0% |