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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 | $12,687 | $42,548-70.2% | $74,551-83.0% | $56,289-77.5% |
| Participation rate | 18.1% | 60.5%-42.4pp | 69.1%-51.0pp | 69.9%-51.8pp |
| Annual return | -6.76% | 12.40%-19.2pp | 32.53%-39.3pp | -9.96%+3.2pp |
| Employer contribution / active EE | $530 | $855-38.0% | $1,961-73.0% | $2,111-74.9% |
| Participant deferral / active EE | $563 | $2,277-75.3% | $3,108-81.9% | $3,350-83.2% |
| Admin fee / account holder | $1,799 | $467+285.1% | $5,059-64.4% | $521+245.4% |