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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 | $21,806 | $81,870-73.4% | $119,634-81.8% | $68,490-68.2% |
| Participation rate | 51.7% | 71.9%-20.2pp | 79.3%-27.5pp | 67.9%-16.2pp |
| Annual return | -12.35% | -23.82%+11.5pp | -14.98%+2.6pp | -7.85%-4.5pp |
| Employer contribution / active EE | $2,969 | $2,692+10.3% | $4,232-29.8% | $2,597+14.3% |
| Participant deferral / active EE | $680 | $4,148-83.6% | $5,601-87.9% | $4,028-83.1% |
| Admin fee / account holder | $64,618 | $6,583+881.6% | $10,329+525.6% | $5,403+1096.0% |