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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 | $8,623 | $75,962-88.6% | $154,111-94.4% | $64,173-86.6% |
| Participation rate | 28.7% | 70.4%-41.7pp | 83.0%-54.3pp | 69.6%-40.8pp |
| Annual return | -6.12% | 30.32%-36.4pp | 735.18%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $590 | $3,350-82.4% | $5,298-88.9% | $2,381-75.2% |
| Participant deferral / active EE | $238 | $3,175-92.5% | $5,081-95.3% | $3,470-93.1% |
| Admin fee / account holder | $315 | $5,589-94.4% | $13,411-97.7% | $4,887-93.6% |