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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 | $13,723 | $81,870-83.2% | $119,622-88.5% | $68,486-80.0% |
| Participation rate | 59.5% | 71.9%-12.4pp | 79.3%-19.8pp | 67.9%-8.4pp |
| Annual return | -14.46% | -23.82%+9.4pp | -14.98%+0.5pp | -7.85%-6.6pp |
| Employer contribution / active EE | $794 | $2,692-70.5% | $4,232-81.2% | $2,597-69.4% |
| Participant deferral / active EE | $1,104 | $4,148-73.4% | $5,601-80.3% | $4,028-72.6% |
| Admin fee / account holder | $1,606 | $6,583-75.6% | $10,328-84.5% | $5,404-70.3% |