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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 | $10,212 | $71,878-85.8% | $86,698-88.2% | $68,486-85.1% |
| Participation rate | 56.7% | 72.2%-15.6pp | 76.6%-19.9pp | 67.9%-11.2pp |
| Annual return | -17.45% | 3.53%-21.0pp | 35.95%-53.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $652 | $2,173-70.0% | $2,837-77.0% | $2,597-74.9% |
| Participant deferral / active EE | $1,666 | $3,779-55.9% | $4,656-64.2% | $4,028-58.6% |
| Admin fee / account holder | $1,757 | $6,113-71.3% | $7,493-76.6% | $5,404-67.5% |