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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 | $14,534 | $45,566-68.1% | $64,105-77.3% | $59,633-75.6% |
| Participation rate | 67.9% | 60.2%+7.7pp | 68.2%-0.3pp | 68.7%-0.8pp |
| Annual return | -0.04% | 4.95%-5.0pp | 791.24%-791.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $219 | $934-76.6% | $1,820-88.0% | $2,203-90.1% |
| Participant deferral / active EE | $781 | $2,057-62.0% | $2,822-72.3% | $3,192-75.5% |
| Admin fee / account holder | $5,284 | $3,268+61.7% | $4,499+17.4% | $4,297+23.0% |