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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 | $16,395 | $131,835-87.6% | $108,582-84.9% | $273,972-94.0% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.6%-24.0pp | 83.0%-27.5pp |
| Annual return | 8.15% | -91.57%+99.7pp | -51.70%+59.9pp | 41.46%-33.3pp |
| Employer contribution / active EE | $871 | $4,913-82.3% | $3,758-76.8% | $4,869-82.1% |
| Participant deferral / active EE | $1,127 | $5,127-78.0% | $4,311-73.9% | $5,287-78.7% |
| Admin fee / account holder | $721 | $10,253-93.0% | $7,645-90.6% | $10,133-92.9% |