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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 | $8,182 | $64,719-87.4% | $112,249-92.7% | $68,486-88.1% |
| Participation rate | 63.3% | 67.2%-3.8pp | 75.1%-11.7pp | 67.9%-4.6pp |
| Annual return | -17.72% | -11.40%-6.3pp | 27.48%-45.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,459 | $2,747-10.5% | $3,636-32.4% | $2,597-5.3% |
| Participant deferral / active EE | $481 | $3,565-86.5% | $4,729-89.8% | $4,028-88.1% |
| Admin fee / account holder | $3,233 | $5,232-38.2% | $6,412-49.6% | $5,404-40.2% |