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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 | $6,401 | $42,917-85.1% | $60,899-89.5% | $68,495-90.7% |
| Participation rate | 69.1% | 66.8%+2.3pp | 73.1%-4.0pp | 67.9%+1.2pp |
| Annual return | -17.62% | -13.99%-3.6pp | 16.92%-34.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $581 | $2,867-79.7% | $3,817-84.8% | $4,028-85.6% |
| Admin fee / account holder | $317 | $3,102-89.8% | $3,225-90.2% | $5,403-94.1% |