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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 | $16,235 | $81,870-80.2% | $119,634-86.4% | $68,490-76.3% |
| Participation rate | 69.0% | 71.9%-2.8pp | 79.3%-10.2pp | 67.9%+1.2pp |
| Annual return | -14.62% | -23.82%+9.2pp | -14.98%+0.4pp | -7.85%-6.8pp |
| Employer contribution / active EE | $822 | $2,692-69.5% | $4,232-80.6% | $2,597-68.4% |
| Participant deferral / active EE | $1,379 | $4,148-66.8% | $5,601-75.4% | $4,028-65.8% |
| Admin fee / account holder | $3,664 | $6,583-44.3% | $10,329-64.5% | $5,403-32.2% |