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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 | $5,478 | $73,839-92.6% | $143,788-96.2% | $68,495-92.0% |
| Participation rate | 42.6% | 66.7%-24.1pp | 80.3%-37.8pp | 67.9%-25.3pp |
| Annual return | -18.60% | 1.01%-19.6pp | -0.03%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $541 | $3,184-83.0% | $4,952-89.1% | $2,596-79.2% |
| Participant deferral / active EE | $818 | $3,384-75.8% | $5,638-85.5% | $4,028-79.7% |
| Admin fee / account holder | $554 | $5,755-90.4% | $14,675-96.2% | $5,403-89.7% |