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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 | $6,773 | $92,219-92.7% | $76,766-91.2% | $135,382-95.0% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -7.87% | 5.46%-13.3pp | 2.43%-10.3pp | 519.77%-527.6pp |
| Employer contribution / active EE | $821 | $3,216-74.5% | $2,485-67.0% | $4,779-82.8% |
| Participant deferral / active EE | $962 | $4,508-78.7% | $3,851-75.0% | $5,609-82.8% |
| Admin fee / account holder | $2,869 | $10,749-73.3% | $6,675-57.0% | $10,829-73.5% |