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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 | $10,427 | $67,411-84.5% | $91,004-88.5% | $70,126-85.1% |
| Participation rate | 44.2% | 71.4%-27.2pp | 75.6%-31.4pp | 69.5%-25.4pp |
| Annual return | 14.46% | -40.16%+54.6pp | 4.60%+9.9pp | 73.15%-58.7pp |
| Employer contribution / active EE | $775 | $1,786-56.6% | $2,456-68.4% | $2,343-66.9% |
| Participant deferral / active EE | $1,027 | $2,823-63.6% | $3,548-71.0% | $3,332-69.2% |
| Admin fee / account holder | $1,345 | $4,236-68.2% | $5,417-75.2% | $4,645-71.0% |