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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 | $7,290 | $73,863-90.1% | $143,797-94.9% | $68,490-89.4% |
| Participation rate | 59.4% | 66.7%-7.3pp | 80.3%-20.9pp | 67.9%-8.5pp |
| Annual return | -14.47% | 0.91%-15.4pp | -0.04%-14.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $630 | $3,185-80.2% | $4,952-87.3% | $2,597-75.7% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,269 | $5,756-78.0% | $14,679-91.4% | $5,403-76.5% |