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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 | $7,480 | $54,357-86.2% | $82,706-91.0% | $68,495-89.1% |
| Participation rate | 65.3% | 63.9%+1.4pp | 72.6%-7.3pp | 67.9%-2.6pp |
| Annual return | -12.49% | -13.67%+1.2pp | 701.76%-714.2pp | -7.84%-4.6pp |
| Employer contribution / active EE | $911 | $2,218-58.9% | $3,007-69.7% | $2,596-64.9% |
| Participant deferral / active EE | $546 | $3,246-83.2% | $4,394-87.6% | $4,028-86.4% |
| Admin fee / account holder | $831 | $4,396-81.1% | $5,329-84.4% | $5,403-84.6% |