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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 | $15,906 | $50,947-68.8% | $74,551-78.7% | $64,173-75.2% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.1%-2.5pp | 69.6%-2.9pp |
| Annual return | -6.02% | -1.85%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $718 | $1,115-35.6% | $1,961-63.4% | $2,381-69.8% |
| Participant deferral / active EE | $911 | $2,302-60.4% | $3,108-70.7% | $3,470-73.8% |
| Admin fee / account holder | $6,324 | $4,221+49.8% | $5,059+25.0% | $4,887+29.4% |