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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 | $17,987 | $73,009-75.4% | $90,760-80.2% | $68,486-73.7% |
| Participation rate | 55.6% | 70.8%-15.3pp | 75.7%-20.1pp | 67.9%-12.3pp |
| Annual return | -12.75% | -13.81%+1.1pp | -12.16%-0.6pp | -7.85%-4.9pp |
| Employer contribution / active EE | $858 | $2,193-60.8% | $2,922-70.6% | $2,597-66.9% |
| Participant deferral / active EE | $1,154 | $3,626-68.2% | $4,565-74.7% | $4,028-71.3% |
| Admin fee / account holder | $1,702 | $5,896-71.1% | $8,444-79.8% | $5,404-68.5% |