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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 | $10,863 | $49,280-78.0% | $67,313-83.9% | $64,181-83.1% |
| Participation rate | 54.2% | 60.8%-6.5pp | 69.1%-14.8pp | 69.6%-15.3pp |
| Annual return | -5.72% | -1.39%-4.3pp | -4.08%-1.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $479 | $1,668-71.3% | $2,566-81.3% | $2,381-79.9% |
| Participant deferral / active EE | $735 | $2,484-70.4% | $3,568-79.4% | $3,470-78.8% |
| Admin fee / account holder | $867 | $3,863-77.5% | $4,507-80.8% | $4,887-82.3% |