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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 | $16,911 | $50,947-66.8% | $74,551-77.3% | $64,173-73.6% |
| Participation rate | 52.8% | 61.1%-8.3pp | 69.1%-16.4pp | 69.6%-16.8pp |
| Annual return | -4.02% | -1.85%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $208 | $1,115-81.3% | $1,961-89.4% | $2,381-91.3% |
| Participant deferral / active EE | $720 | $2,302-68.7% | $3,108-76.8% | $3,470-79.3% |
| Admin fee / account holder | $642 | $4,221-84.8% | $5,059-87.3% | $4,887-86.9% |