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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 | $9,833 | $64,719-84.8% | $112,249-91.2% | $68,486-85.6% |
| Participation rate | 34.0% | 67.2%-33.1pp | 75.1%-41.0pp | 67.9%-33.9pp |
| Annual return | -19.42% | -11.40%-8.0pp | 27.48%-46.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,021 | $2,747-62.8% | $3,636-71.9% | $2,597-60.7% |
| Participant deferral / active EE | $1,240 | $3,565-65.2% | $4,729-73.8% | $4,028-69.2% |
| Admin fee / account holder | $1,362 | $5,232-74.0% | $6,412-78.8% | $5,404-74.8% |