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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 | $16,559 | $131,835-87.4% | $108,582-84.7% | $273,972-94.0% |
| Participation rate | 58.8% | 83.5%-24.6pp | 79.6%-20.7pp | 83.0%-24.2pp |
| Annual return | 5.00% | -91.57%+96.6pp | -51.70%+56.7pp | 41.46%-36.5pp |
| Employer contribution / active EE | $891 | $4,913-81.9% | $3,758-76.3% | $4,869-81.7% |
| Participant deferral / active EE | $1,415 | $5,127-72.4% | $4,311-67.2% | $5,287-73.2% |
| Admin fee / account holder | $8,934 | $10,253-12.9% | $7,645+16.9% | $10,133-11.8% |