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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 | $18,052 | $67,411-73.2% | $91,004-80.2% | $70,126-74.3% |
| Participation rate | 50.0% | 71.4%-21.4pp | 75.6%-25.6pp | 69.5%-19.5pp |
| Annual return | 14.85% | -40.16%+55.0pp | 4.60%+10.3pp | 73.15%-58.3pp |
| Employer contribution / active EE | $388 | $1,786-78.3% | $2,456-84.2% | $2,343-83.4% |
| Participant deferral / active EE | $883 | $2,823-68.7% | $3,548-75.1% | $3,332-73.5% |
| Admin fee / account holder | $411 | $4,236-90.3% | $5,417-92.4% | $4,645-91.2% |