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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 | $16,024 | $73,009-78.1% | $90,756-82.3% | $68,495-76.6% |
| Participation rate | 55.2% | 70.8%-15.7pp | 75.7%-20.5pp | 67.9%-12.7pp |
| Annual return | -11.45% | -13.81%+2.4pp | -12.16%+0.7pp | -7.84%-3.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $391 | $3,626-89.2% | $4,565-91.4% | $4,028-90.3% |
| Admin fee / account holder | $2,526 | $5,896-57.1% | $8,445-70.1% | $5,403-53.2% |