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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 | $12,513 | $72,388-82.7% | $111,392-88.8% | $64,173-80.5% |
| Participation rate | 52.4% | 70.5%-18.1pp | 78.9%-26.5pp | 69.6%-17.2pp |
| Annual return | -1.23% | -1.50%+0.3pp | -2.06%+0.8pp | 7.63%-8.9pp |
| Employer contribution / active EE | $736 | $3,000-75.4% | $4,328-83.0% | $2,381-69.1% |
| Participant deferral / active EE | $1,160 | $4,241-72.7% | $5,567-79.2% | $3,470-66.6% |
| Admin fee / account holder | $15,430 | $5,719+169.8% | $12,266+25.8% | $4,887+215.7% |