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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 | $13,239 | $59,819-77.9% | $79,583-83.4% | $68,490-80.7% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -18.30% | -12.30%-6.0pp | 0.16%-18.5pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,288 | $1,505+52.0% | $2,414-5.2% | $2,597-11.9% |
| Participant deferral / active EE | $587 | $3,025-80.6% | $3,986-85.3% | $4,028-85.4% |
| Admin fee / account holder | $1,609 | $4,835-66.7% | $6,835-76.5% | $5,403-70.2% |