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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 | $9,022 | $59,834-84.9% | $79,576-88.7% | $68,495-86.8% |
| Participation rate | 56.4% | 61.1%-4.7pp | 69.5%-13.1pp | 67.9%-11.5pp |
| Annual return | -18.05% | -12.30%-5.8pp | 0.15%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $828 | $1,505-45.0% | $2,413-65.7% | $2,596-68.1% |
| Participant deferral / active EE | $1,160 | $3,024-61.7% | $3,985-70.9% | $4,028-71.2% |
| Admin fee / account holder | $1,122 | $4,835-76.8% | $6,834-83.6% | $5,403-79.2% |