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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 | $13,592 | $71,878-81.1% | $86,698-84.3% | $68,486-80.2% |
| Participation rate | 51.4% | 72.2%-20.9pp | 76.6%-25.2pp | 67.9%-16.5pp |
| Annual return | -17.34% | 3.53%-20.9pp | 35.95%-53.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,206 | $2,173-44.5% | $2,837-57.5% | $2,597-53.6% |
| Participant deferral / active EE | $388 | $3,779-89.7% | $4,656-91.7% | $4,028-90.4% |
| Admin fee / account holder | $8,116 | $6,113+32.8% | $7,493+8.3% | $5,404+50.2% |