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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 | $18,428 | $81,870-77.5% | $119,622-84.6% | $68,486-73.1% |
| Participation rate | 24.7% | 71.9%-47.2pp | 79.3%-54.6pp | 67.9%-43.2pp |
| Annual return | -17.08% | -23.82%+6.7pp | -14.98%-2.1pp | -7.85%-9.2pp |
| Employer contribution / active EE | $749 | $2,692-72.2% | $4,232-82.3% | $2,597-71.2% |
| Participant deferral / active EE | $933 | $4,148-77.5% | $5,601-83.3% | $4,028-76.8% |
| Admin fee / account holder | $1,197 | $6,583-81.8% | $10,328-88.4% | $5,404-77.8% |