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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 | $15,372 | $67,411-77.2% | $91,004-83.1% | $70,126-78.1% |
| Participation rate | 65.3% | 71.4%-6.0pp | 75.6%-10.3pp | 69.5%-4.2pp |
| Annual return | 16.16% | -40.16%+56.3pp | 4.60%+11.6pp | 73.15%-57.0pp |
| Employer contribution / active EE | $649 | $1,786-63.7% | $2,456-73.6% | $2,343-72.3% |
| Participant deferral / active EE | $1,013 | $2,823-64.1% | $3,548-71.4% | $3,332-69.6% |
| Admin fee / account holder | $806 | $4,236-81.0% | $5,417-85.1% | $4,645-82.6% |