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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 | $13,510 | $81,870-83.5% | $119,634-88.7% | $68,490-80.3% |
| Participation rate | 53.8% | 71.9%-18.0pp | 79.3%-25.4pp | 67.9%-14.1pp |
| Annual return | -10.40% | -23.82%+13.4pp | -14.98%+4.6pp | -7.85%-2.5pp |
| Employer contribution / active EE | $830 | $2,692-69.2% | $4,232-80.4% | $2,597-68.0% |
| Participant deferral / active EE | $972 | $4,148-76.6% | $5,601-82.6% | $4,028-75.9% |
| Admin fee / account holder | $10,724 | $6,583+62.9% | $10,329+3.8% | $5,403+98.5% |