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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 | $7,131 | $65,125-89.1% | $143,797-95.0% | $66,949-89.3% |
| Participation rate | 44.8% | 65.2%-20.4pp | 80.3%-35.5pp | 69.8%-25.0pp |
| Annual return | -12.08% | -11.13%-1.0pp | -0.04%-12.0pp | 1.57%-13.7pp |
| Employer contribution / active EE | $528 | $2,362-77.6% | $4,952-89.3% | $2,545-79.3% |
| Participant deferral / active EE | $661 | $2,920-77.4% | $5,638-88.3% | $4,239-84.4% |
| Admin fee / account holder | $1,340 | $503+166.7% | $14,679-90.9% | $594+125.8% |