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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 | $4,125 | $45,872-91.0% | $77,096-94.6% | $68,486-94.0% |
| Participation rate | 61.3% | 55.9%+5.4pp | 67.9%-6.6pp | 67.9%-6.6pp |
| Annual return | -16.19% | 1.73%-17.9pp | 42.35%-58.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $314 | $1,650-81.0% | $2,814-88.8% | $2,597-87.9% |
| Participant deferral / active EE | $731 | $2,963-75.3% | $4,429-83.5% | $4,028-81.9% |
| Admin fee / account holder | $2,197 | $3,041-27.8% | $5,428-59.5% | $5,404-59.3% |