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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 | $15,154 | $43,730-65.3% | $121,220-87.5% | $64,173-76.4% |
| Participation rate | 50.0% | 58.3%-8.3pp | 71.8%-21.8pp | 69.6%-19.6pp |
| Annual return | -5.90% | 68.94%-74.8pp | 16.94%-22.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $378 | $1,297-70.9% | $4,023-90.6% | $2,381-84.1% |
| Participant deferral / active EE | $665 | $2,281-70.8% | $3,345-80.1% | $3,470-80.8% |
| Admin fee / account holder | $5,731 | $3,502+63.6% | $5,021+14.1% | $4,887+17.3% |