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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 | $9,851 | $57,352-82.8% | $83,831-88.2% | $64,173-84.6% |
| Participation rate | 56.8% | 68.6%-11.8pp | 76.1%-19.4pp | 69.6%-12.8pp |
| Annual return | -5.88% | 11.38%-17.3pp | 850.99%-856.9pp | 7.63%-13.5pp |
| Employer contribution / active EE | $720 | $2,546-71.7% | $3,631-80.2% | $2,381-69.8% |
| Participant deferral / active EE | $796 | $2,993-73.4% | $4,082-80.5% | $3,470-77.1% |
| Admin fee / account holder | $1,408 | $4,046-65.2% | $5,479-74.3% | $4,887-71.2% |