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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 | $9,411 | $72,404-87.0% | $110,243-91.5% | $64,173-85.3% |
| Participation rate | 52.6% | 73.3%-20.7pp | 79.8%-27.2pp | 69.6%-16.9pp |
| Annual return | -6.77% | -6.29%-0.5pp | 314.76%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $541 | $2,282-76.3% | $3,827-85.9% | $2,381-77.3% |
| Participant deferral / active EE | $1,269 | $3,469-63.4% | $4,672-72.8% | $3,470-63.4% |
| Admin fee / account holder | $545 | $5,664-90.4% | $8,548-93.6% | $4,887-88.9% |