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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 | $18,709 | $81,870-77.1% | $119,634-84.4% | $68,490-72.7% |
| Participation rate | 40.0% | 71.9%-31.9pp | 79.3%-39.3pp | 67.9%-27.9pp |
| Annual return | -18.23% | -23.82%+5.6pp | -14.98%-3.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $954 | $2,692-64.5% | $4,232-77.5% | $2,597-63.2% |
| Participant deferral / active EE | $1,816 | $4,148-56.2% | $5,601-67.6% | $4,028-54.9% |
| Admin fee / account holder | $1,636 | $6,583-75.1% | $10,329-84.2% | $5,403-69.7% |