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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 | $10,510 | $81,870-87.2% | $119,622-91.2% | $68,486-84.7% |
| Participation rate | 58.3% | 71.9%-13.6pp | 79.3%-20.9pp | 67.9%-9.6pp |
| Annual return | -17.11% | -23.82%+6.7pp | -14.98%-2.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $963 | $2,692-64.2% | $4,232-77.3% | $2,597-62.9% |
| Participant deferral / active EE | $1,556 | $4,148-62.5% | $5,601-72.2% | $4,028-61.4% |
| Admin fee / account holder | $1,077 | $6,583-83.6% | $10,328-89.6% | $5,404-80.1% |