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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 | $15,026 | $64,719-76.8% | $112,249-86.6% | $68,486-78.1% |
| Participation rate | 64.9% | 67.2%-2.2pp | 75.1%-10.1pp | 67.9%-3.0pp |
| Annual return | -16.41% | -11.40%-5.0pp | 27.48%-43.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $893 | $2,747-67.5% | $3,636-75.4% | $2,597-65.6% |
| Participant deferral / active EE | $1,284 | $3,565-64.0% | $4,729-72.8% | $4,028-68.1% |
| Admin fee / account holder | $3,993 | $5,232-23.7% | $6,412-37.7% | $5,404-26.1% |