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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 | $11,717 | $56,484-79.3% | $169,452-93.1% | $64,173-81.7% |
| Participation rate | 58.6% | 64.5%-5.9pp | 77.8%-19.2pp | 69.6%-10.9pp |
| Annual return | -5.20% | -1.55%-3.7pp | 1.83%-7.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $706 | $1,832-61.5% | $4,157-83.0% | $2,381-70.3% |
| Participant deferral / active EE | $945 | $3,448-72.6% | $5,277-82.1% | $3,470-72.8% |
| Admin fee / account holder | $888 | $4,174-78.7% | $9,110-90.3% | $4,887-81.8% |