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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 | $7,502 | $49,177-84.7% | $79,466-90.6% | $64,173-88.3% |
| Participation rate | 28.1% | 65.0%-36.9pp | 73.3%-45.2pp | 69.6%-41.4pp |
| Annual return | -7.60% | -1.16%-6.4pp | 718.28%-725.9pp | 7.63%-15.2pp |
| Employer contribution / active EE | $280 | $2,076-86.5% | $2,800-90.0% | $2,381-88.2% |
| Participant deferral / active EE | $657 | $2,821-76.7% | $3,704-82.3% | $3,470-81.1% |
| Admin fee / account holder | $527 | $3,839-86.3% | $5,104-89.7% | $4,887-89.2% |