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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 | $3,346 | $73,848-95.5% | $143,799-97.7% | $68,486-95.1% |
| Participation rate | 69.4% | 66.7%+2.7pp | 80.3%-11.0pp | 67.9%+1.5pp |
| Annual return | -18.06% | 0.91%-19.0pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $524 | $3,184-83.5% | $4,952-89.4% | $2,597-79.8% |
| Participant deferral / active EE | $597 | $3,385-82.4% | $5,638-89.4% | $4,028-85.2% |
| Admin fee / account holder | $306 | $5,755-94.7% | $14,677-97.9% | $5,404-94.3% |