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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 | $11,476 | $47,977-76.1% | $154,108-92.6% | $56,289-79.6% |
| Participation rate | 32.4% | 66.2%-33.8pp | 83.0%-50.6pp | 69.9%-37.4pp |
| Annual return | -0.54% | 3.54%-4.1pp | 735.21%-735.7pp | -9.96%+9.4pp |
| Employer contribution / active EE | $371 | $2,169-82.9% | $5,298-93.0% | $2,111-82.4% |
| Participant deferral / active EE | $686 | $2,392-71.3% | $5,081-86.5% | $3,350-79.5% |
| Admin fee / account holder | $391 | $438-10.9% | $13,411-97.1% | $521-25.0% |