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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 | $16,806 | $50,947-67.0% | $74,551-77.5% | $64,173-73.8% |
| Participation rate | 64.5% | 61.1%+3.5pp | 69.1%-4.6pp | 69.6%-5.1pp |
| Annual return | -1.59% | -1.85%+0.3pp | 32.53%-34.1pp | 7.63%-9.2pp |
| Employer contribution / active EE | $592 | $1,115-46.9% | $1,961-69.8% | $2,381-75.1% |
| Participant deferral / active EE | $481 | $2,302-79.1% | $3,108-84.5% | $3,470-86.1% |
| Admin fee / account holder | $1,956 | $4,221-53.7% | $5,059-61.3% | $4,887-60.0% |