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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 | $5,973 | $56,484-89.4% | $169,452-96.5% | $64,173-90.7% |
| Participation rate | 59.5% | 64.5%-5.1pp | 77.8%-18.3pp | 69.6%-10.1pp |
| Annual return | -5.44% | -1.55%-3.9pp | 1.83%-7.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $413 | $1,832-77.4% | $4,157-90.1% | $2,381-82.6% |
| Participant deferral / active EE | $594 | $3,448-82.8% | $5,277-88.7% | $3,470-82.9% |
| Admin fee / account holder | $2,445 | $4,174-41.4% | $9,110-73.2% | $4,887-50.0% |