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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 | $10,762 | $85,790-87.5% | $67,313-84.0% | $135,380-92.1% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -1.48% | -0.54%-0.9pp | -4.08%+2.6pp | 519.81%-521.3pp |
| Employer contribution / active EE | $692 | $3,487-80.2% | $2,566-73.0% | $4,779-85.5% |
| Participant deferral / active EE | $757 | $4,651-83.7% | $3,568-78.8% | $5,609-86.5% |
| Admin fee / account holder | $1,658 | $6,392-74.1% | $4,507-63.2% | $10,828-84.7% |