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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 | $12,092 | $94,529-87.2% | $140,019-91.4% | $64,173-81.2% |
| Participation rate | 65.7% | 84.1%-18.4pp | 87.5%-21.8pp | 69.6%-3.9pp |
| Annual return | -5.76% | 7.77%-13.5pp | 651.17%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,154 | $3,812-69.7% | $5,605-79.4% | $2,381-51.5% |
| Participant deferral / active EE | $1,602 | $5,250-69.5% | $6,927-76.9% | $3,470-53.8% |
| Admin fee / account holder | $1,481 | $6,741-78.0% | $10,705-86.2% | $4,887-69.7% |