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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 | $6,112 | $64,729-90.6% | $112,263-94.6% | $68,490-91.1% |
| Participation rate | 15.4% | 67.2%-51.8pp | 75.1%-59.7pp | 67.9%-52.5pp |
| Annual return | -5.10% | -11.40%+6.3pp | 27.49%-32.6pp | -7.85%+2.8pp |
| Employer contribution / active EE | $941 | $2,746-65.7% | $3,636-74.1% | $2,597-63.8% |
| Participant deferral / active EE | $707 | $3,566-80.2% | $4,729-85.0% | $4,028-82.4% |
| Admin fee / account holder | $811 | $5,222-84.5% | $6,410-87.4% | $5,403-85.0% |