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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 | $9,409 | $211,946-95.6% | $169,452-94.4% | $135,380-93.1% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -1.54% | 3.26%-4.8pp | 1.83%-3.4pp | 519.81%-521.3pp |
| Employer contribution / active EE | $845 | $5,117-83.5% | $4,157-79.7% | $4,779-82.3% |
| Participant deferral / active EE | $878 | $6,075-85.6% | $5,277-83.4% | $5,609-84.4% |
| Admin fee / account holder | $6,800 | $11,472-40.7% | $9,110-25.3% | $10,828-37.2% |