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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 | $56,339-73.3% | $104,299-85.6% | $68,490-78.1% |
| Participation rate | 22.2% | 63.3%-41.0pp | 73.3%-51.1pp | 67.9%-45.7pp |
| Annual return | -10.67% | -9.19%-1.5pp | 24.62%-35.3pp | -7.85%-2.8pp |
| Employer contribution / active EE | $615 | $1,960-68.6% | $3,373-81.8% | $2,597-76.3% |
| Participant deferral / active EE | $713 | $3,077-76.8% | $4,626-84.6% | $4,028-82.3% |
| Admin fee / account holder | $7,621 | $4,902+55.5% | $7,339+3.8% | $5,403+41.1% |