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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 | $8,266 | $81,870-89.9% | $119,634-93.1% | $68,490-87.9% |
| Participation rate | 60.4% | 71.9%-11.5pp | 79.3%-18.9pp | 67.9%-7.5pp |
| Annual return | -16.48% | -23.82%+7.3pp | -14.98%-1.5pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,684 | $4,148-59.4% | $5,601-69.9% | $4,028-58.2% |
| Admin fee / account holder | $2,163 | $6,583-67.1% | $10,329-79.1% | $5,403-60.0% |