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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 | $5,739 | $99,032-94.2% | $80,022-92.8% | $135,382-95.8% |
| Participation rate | 23.8% | 78.4%-54.5pp | 75.8%-52.0pp | 82.6%-58.8pp |
| Annual return | -6.06% | 15.39%-21.5pp | 11.22%-17.3pp | 519.77%-525.8pp |
| Employer contribution / active EE | $441 | $3,043-85.5% | $2,468-82.1% | $4,779-90.8% |
| Participant deferral / active EE | $756 | $4,282-82.4% | $3,686-79.5% | $5,609-86.5% |
| Admin fee / account holder | $6,617 | $10,436-36.6% | $6,521+1.5% | $10,829-38.9% |