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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 | $10,416 | $92,219-88.7% | $76,768-86.4% | $135,379-92.3% |
| Participation rate | 63.6% | 79.8%-16.1pp | 77.0%-13.3pp | 82.6%-19.0pp |
| Annual return | -6.17% | 5.46%-11.6pp | 2.43%-8.6pp | 519.79%-526.0pp |
| Employer contribution / active EE | $888 | $3,216-72.4% | $2,485-64.3% | $4,779-81.4% |
| Participant deferral / active EE | $1,212 | $4,508-73.1% | $3,852-68.5% | $5,609-78.4% |
| Admin fee / account holder | $1,619 | $10,749-84.9% | $6,675-75.7% | $10,828-85.0% |