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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 | $4,525 | $42,910-89.5% | $60,919-92.6% | $68,490-93.4% |
| Participation rate | 69.4% | 66.8%+2.7pp | 73.1%-3.7pp | 67.9%+1.5pp |
| Annual return | -17.72% | -13.99%-3.7pp | 16.96%-34.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $513 | $1,978-74.1% | $2,704-81.0% | $2,597-80.2% |
| Participant deferral / active EE | $854 | $2,866-70.2% | $3,814-77.6% | $4,028-78.8% |
| Admin fee / account holder | $636 | $3,104-79.5% | $3,228-80.3% | $5,403-88.2% |