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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 | $16,398 | $50,958-67.8% | $74,552-78.0% | $64,181-74.5% |
| Participation rate | 53.7% | 61.1%-7.4pp | 69.1%-15.4pp | 69.6%-15.9pp |
| Annual return | -2.95% | -1.86%-1.1pp | 32.53%-35.5pp | 7.63%-10.6pp |
| Employer contribution / active EE | $276 | $1,115-75.2% | $1,961-85.9% | $2,381-88.4% |
| Participant deferral / active EE | $691 | $2,301-70.0% | $3,108-77.8% | $3,470-80.1% |
| Admin fee / account holder | $1,722 | $4,223-59.2% | $5,060-66.0% | $4,887-64.8% |