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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 | $7,089 | $39,162-81.9% | $100,671-93.0% | $59,633-88.1% |
| Participation rate | 48.5% | 55.9%-7.4pp | 70.7%-22.2pp | 68.7%-20.2pp |
| Annual return | -1.54% | 21.07%-22.6pp | 20.43%-22.0pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $517 | $1,151-55.1% | $4,012-87.1% | $2,203-76.5% |
| Participant deferral / active EE | $714 | $1,992-64.2% | $3,144-77.3% | $3,192-77.6% |
| Admin fee / account holder | $1,567 | $2,969-47.2% | $4,850-67.7% | $4,297-63.5% |