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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 | $22,167 | $81,870-72.9% | $119,634-81.5% | $68,490-67.6% |
| Participation rate | 38.5% | 71.9%-33.4pp | 79.3%-40.8pp | 67.9%-29.4pp |
| Annual return | -11.81% | -23.82%+12.0pp | -14.98%+3.2pp | -7.85%-4.0pp |
| Employer contribution / active EE | $904 | $2,692-66.4% | $4,232-78.6% | $2,597-65.2% |
| Participant deferral / active EE | $964 | $4,148-76.7% | $5,601-82.8% | $4,028-76.1% |
| Admin fee / account holder | $7,982 | $6,583+21.3% | $10,329-22.7% | $5,403+47.7% |