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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 | $12,925 | $58,600-77.9% | $83,327-84.5% | $64,173-79.9% |
| Participation rate | 69.2% | 72.0%-2.8pp | 77.8%-8.5pp | 69.6%-0.3pp |
| Annual return | -4.39% | 9.66%-14.0pp | 10.64%-15.0pp | 7.63%-12.0pp |
| Employer contribution / active EE | $516 | $2,098-75.4% | $3,379-84.7% | $2,381-78.3% |
| Participant deferral / active EE | $599 | $4,656-87.1% | $5,565-89.2% | $3,470-82.7% |
| Admin fee / account holder | $6,273 | $9,282-32.4% | $7,540-16.8% | $4,887+28.4% |