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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 | $15,610 | $76,912-79.7% | $129,118-87.9% | $68,486-77.2% |
| Participation rate | 29.4% | 69.1%-39.7pp | 77.2%-47.8pp | 67.9%-38.5pp |
| Annual return | -11.91% | -9.78%-2.1pp | -10.94%-1.0pp | -7.85%-4.1pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,051-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,307 | $4,732-72.4% | $6,539-80.0% | $4,028-67.5% |
| Admin fee / account holder | $2,848 | $6,638-57.1% | $14,305-80.1% | $5,404-47.3% |