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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 | $5,703 | $50,947-88.8% | $74,549-92.4% | $64,173-91.1% |
| Participation rate | 39.5% | 61.1%-21.6pp | 69.1%-29.7pp | 69.6%-30.1pp |
| Annual return | 3.18% | -1.85%+5.0pp | 32.53%-29.4pp | 7.63%-4.5pp |
| Employer contribution / active EE | $409 | $1,115-63.3% | $1,961-79.1% | $2,381-82.8% |
| Participant deferral / active EE | $914 | $2,302-60.3% | $3,108-70.6% | $3,470-73.7% |
| Admin fee / account holder | $2,214 | $4,221-47.6% | $5,059-56.2% | $4,887-54.7% |