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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 | $12,184 | $73,102-83.3% | $123,552-90.1% | $56,287-78.4% |
| Participation rate | 40.5% | 74.3%-33.8pp | 82.3%-41.8pp | 69.9%-29.3pp |
| Annual return | -4.23% | 3.01%-7.2pp | 119.20%-123.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $811 | $2,977-72.8% | $4,628-82.5% | $2,111-61.6% |
| Participant deferral / active EE | $1,303 | $5,423-76.0% | $6,426-79.7% | $3,350-61.1% |
| Admin fee / account holder | $3,573 | $554+545.3% | $9,285-61.5% | $521+585.9% |