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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 | $15,567 | $81,870-81.0% | $119,608-87.0% | $68,495-77.3% |
| Participation rate | 26.7% | 71.9%-45.2pp | 79.3%-52.6pp | 67.9%-41.2pp |
| Annual return | -16.18% | -23.82%+7.6pp | -14.98%-1.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $731 | $2,692-72.8% | $4,232-82.7% | $2,596-71.8% |
| Participant deferral / active EE | $1,170 | $4,148-71.8% | $5,601-79.1% | $4,028-70.9% |
| Admin fee / account holder | $2,724 | $6,583-58.6% | $10,326-73.6% | $5,403-49.6% |