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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 | $9,048 | $75,962-88.1% | $154,111-94.1% | $64,173-85.9% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -4.54% | 30.32%-34.9pp | 735.18%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $527 | $3,350-84.3% | $5,298-90.1% | $2,381-77.9% |
| Participant deferral / active EE | $751 | $3,175-76.3% | $5,081-85.2% | $3,470-78.4% |
| Admin fee / account holder | $629 | $5,589-88.7% | $13,411-95.3% | $4,887-87.1% |