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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 | $15,037 | $71,873-79.1% | $86,698-82.7% | $68,490-78.0% |
| Participation rate | 58.1% | 72.2%-14.1pp | 76.6%-18.4pp | 67.9%-9.8pp |
| Annual return | -16.71% | 3.54%-20.2pp | 35.96%-52.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $994 | $2,173-54.2% | $2,837-64.9% | $2,597-61.7% |
| Participant deferral / active EE | $1,666 | $3,779-55.9% | $4,656-64.2% | $4,028-58.6% |
| Admin fee / account holder | $3,073 | $6,110-49.7% | $7,492-59.0% | $5,403-43.1% |