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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 | $13,862 | $99,032-86.0% | $80,022-82.7% | $135,379-89.8% |
| Participation rate | 46.2% | 78.4%-32.2pp | 75.8%-29.7pp | 82.6%-36.5pp |
| Annual return | -8.72% | 15.39%-24.1pp | 11.22%-19.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $835 | $3,043-72.6% | $2,468-66.2% | $4,779-82.5% |
| Participant deferral / active EE | $1,051 | $4,282-75.5% | $3,686-71.5% | $5,609-81.3% |
| Admin fee / account holder | $1,279 | $10,436-87.7% | $6,521-80.4% | $10,828-88.2% |