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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 | $11,508 | $50,947-77.4% | $74,551-84.6% | $64,173-82.1% |
| Participation rate | 56.7% | 61.1%-4.4pp | 69.1%-12.5pp | 69.6%-12.9pp |
| Annual return | -6.85% | -1.85%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $595 | $1,115-46.6% | $1,961-69.6% | $2,381-75.0% |
| Participant deferral / active EE | $778 | $2,302-66.2% | $3,108-75.0% | $3,470-77.6% |
| Admin fee / account holder | $2,236 | $4,221-47.0% | $5,059-55.8% | $4,887-54.2% |