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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 | $15,900 | $69,977-77.3% | $108,582-85.4% | $62,881-74.7% |
| Participation rate | 48.6% | 72.9%-24.3pp | 79.6%-31.0pp | 69.3%-20.7pp |
| Annual return | 4.93% | 10.73%-5.8pp | -51.70%+56.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $989 | $2,135-53.7% | $3,758-73.7% | $2,281-56.6% |
| Participant deferral / active EE | $1,036 | $3,165-67.3% | $4,311-76.0% | $3,203-67.7% |
| Admin fee / account holder | $4,569 | $5,076-10.0% | $7,645-40.2% | $4,296+6.4% |