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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 | $15,281 | $57,352-73.4% | $83,831-81.8% | $64,173-76.2% |
| Participation rate | 14.6% | 68.6%-54.0pp | 76.1%-61.6pp | 69.6%-55.0pp |
| Annual return | -4.90% | 11.38%-16.3pp | 850.99%-855.9pp | 7.63%-12.5pp |
| Employer contribution / active EE | $557 | $2,546-78.1% | $3,631-84.7% | $2,381-76.6% |
| Participant deferral / active EE | $630 | $2,993-78.9% | $4,082-84.6% | $3,470-81.8% |
| Admin fee / account holder | $1,212 | $4,046-70.1% | $5,479-77.9% | $4,887-75.2% |