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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 | $10,151 | $53,596-81.1% | $90,657-88.8% | $64,173-84.2% |
| Participation rate | 26.9% | 64.5%-37.6pp | 74.0%-47.2pp | 69.6%-42.7pp |
| Annual return | -6.97% | 4.41%-11.4pp | 1.89%-8.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $269 | $1,503-82.1% | $2,532-89.4% | $2,381-88.7% |
| Participant deferral / active EE | $633 | $2,459-74.3% | $3,424-81.5% | $3,470-81.8% |
| Admin fee / account holder | $892 | $3,868-76.9% | $4,994-82.1% | $4,887-81.8% |