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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 | $4,164 | $56,484-92.6% | $169,452-97.5% | $64,173-93.5% |
| Participation rate | 57.1% | 64.5%-7.4pp | 77.8%-20.6pp | 69.6%-12.4pp |
| Annual return | -4.83% | -1.55%-3.3pp | 1.83%-6.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $412 | $1,832-77.5% | $4,157-90.1% | $2,381-82.7% |
| Participant deferral / active EE | $687 | $3,448-80.1% | $5,277-87.0% | $3,470-80.2% |
| Admin fee / account holder | $3,496 | $4,174-16.3% | $9,110-61.6% | $4,887-28.5% |