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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 | $4,466 | $57,352-92.2% | $83,830-94.7% | $64,173-93.0% |
| Participation rate | 56.3% | 68.6%-12.3pp | 76.1%-19.8pp | 69.6%-13.2pp |
| Annual return | -7.06% | 11.38%-18.4pp | 850.97%-858.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,712 | $2,546+6.5% | $3,631-25.3% | $2,381+13.9% |
| Participant deferral / active EE | $502 | $2,993-83.2% | $4,082-87.7% | $3,470-85.5% |
| Admin fee / account holder | $1,131 | $4,046-72.1% | $5,479-79.4% | $4,887-76.9% |