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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 | $6,210 | $58,093-89.3% | $80,022-92.2% | $56,287-89.0% |
| Participation rate | 42.7% | 73.6%-30.9pp | 75.8%-33.1pp | 69.9%-27.1pp |
| Annual return | -6.50% | 34.63%-41.1pp | 11.22%-17.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $879 | $1,933-54.5% | $2,468-64.4% | $2,111-58.4% |
| Participant deferral / active EE | $1,264 | $3,136-59.7% | $3,686-65.7% | $3,350-62.3% |
| Admin fee / account holder | $3,988 | $623+540.6% | $6,521-38.8% | $521+665.6% |