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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 | $12,531 | $72,404-82.7% | $110,243-88.6% | $64,173-80.5% |
| Participation rate | 23.5% | 73.3%-49.8pp | 79.8%-56.3pp | 69.6%-46.0pp |
| Annual return | -3.11% | -6.29%+3.2pp | 314.76%-317.9pp | 7.63%-10.7pp |
| Employer contribution / active EE | $578 | $2,282-74.7% | $3,827-84.9% | $2,381-75.7% |
| Participant deferral / active EE | $578 | $3,469-83.3% | $4,672-87.6% | $3,470-83.4% |
| Admin fee / account holder | $354 | $5,664-93.7% | $8,548-95.9% | $4,887-92.8% |