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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 | $13,038 | $59,819-78.2% | $79,583-83.6% | $68,490-81.0% |
| Participation rate | 44.3% | 61.1%-16.8pp | 69.5%-25.2pp | 67.9%-23.6pp |
| Annual return | -17.11% | -12.30%-4.8pp | 0.16%-17.3pp | -7.85%-9.3pp |
| Employer contribution / active EE | $824 | $1,505-45.2% | $2,414-65.9% | $2,597-68.3% |
| Participant deferral / active EE | $1,033 | $3,025-65.9% | $3,986-74.1% | $4,028-74.4% |
| Admin fee / account holder | $4,026 | $4,835-16.7% | $6,835-41.1% | $5,403-25.5% |