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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 | $15,678 | $62,583-74.9% | $76,767-79.6% | $64,173-75.6% |
| Participation rate | 50.6% | 72.8%-22.3pp | 77.0%-26.4pp | 69.6%-19.0pp |
| Annual return | -1.05% | -1.95%+0.9pp | 2.43%-3.5pp | 7.63%-8.7pp |
| Employer contribution / active EE | $544 | $1,832-70.3% | $2,485-78.1% | $2,381-77.2% |
| Participant deferral / active EE | $1,258 | $3,145-60.0% | $3,852-67.3% | $3,470-63.7% |
| Admin fee / account holder | $580 | $4,667-87.6% | $6,675-91.3% | $4,887-88.1% |