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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 | $12,093 | $67,411-82.1% | $91,004-86.7% | $70,126-82.8% |
| Participation rate | 62.2% | 71.4%-9.2pp | 75.6%-13.4pp | 69.5%-7.4pp |
| Annual return | 17.02% | -40.16%+57.2pp | 4.60%+12.4pp | 73.15%-56.1pp |
| Employer contribution / active EE | $359 | $1,786-79.9% | $2,456-85.4% | $2,343-84.7% |
| Participant deferral / active EE | $664 | $2,823-76.5% | $3,548-81.3% | $3,332-80.1% |
| Admin fee / account holder | $1,713 | $4,236-59.6% | $5,417-68.4% | $4,645-63.1% |