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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 | $14,164 | $59,834-76.3% | $79,576-82.2% | $68,495-79.3% |
| Participation rate | 45.5% | 61.1%-15.6pp | 69.5%-24.0pp | 67.9%-22.4pp |
| Annual return | -7.27% | -12.30%+5.0pp | 0.15%-7.4pp | -7.84%+0.6pp |
| Employer contribution / active EE | $956 | $1,505-36.5% | $2,413-60.4% | $2,596-63.2% |
| Participant deferral / active EE | $1,252 | $3,024-58.6% | $3,985-68.6% | $4,028-68.9% |
| Admin fee / account holder | $455 | $4,835-90.6% | $6,834-93.3% | $5,403-91.6% |