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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 | $12,299 | $50,947-75.9% | $74,551-83.5% | $64,173-80.8% |
| Participation rate | 17.6% | 61.1%-43.4pp | 69.1%-51.5pp | 69.6%-51.9pp |
| Annual return | -6.12% | -1.85%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $206 | $1,115-81.5% | $1,961-89.5% | $2,381-91.3% |
| Participant deferral / active EE | $412 | $2,302-82.1% | $3,108-86.7% | $3,470-88.1% |
| Admin fee / account holder | $1,023 | $4,221-75.8% | $5,059-79.8% | $4,887-79.1% |