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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 | $9,140 | $53,546-82.9% | $69,890-86.9% | $68,490-86.7% |
| Participation rate | 35.6% | 64.5%-29.0pp | 70.5%-34.9pp | 67.9%-32.3pp |
| Annual return | -19.14% | -13.87%-5.3pp | 190.84%-210.0pp | -7.85%-11.3pp |
| Employer contribution / active EE | $637 | $2,019-68.5% | $2,560-75.1% | $2,597-75.5% |
| Participant deferral / active EE | $983 | $2,957-66.8% | $3,848-74.5% | $4,028-75.6% |
| Admin fee / account holder | $322 | $4,693-93.1% | $6,267-94.9% | $5,403-94.0% |