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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 | $8,820 | $49,280-82.1% | $67,313-86.9% | $64,173-86.3% |
| Participation rate | 44.2% | 60.8%-16.6pp | 69.1%-24.9pp | 69.6%-25.3pp |
| Annual return | -6.00% | -1.39%-4.6pp | -4.08%-1.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $289 | $1,668-82.7% | $2,566-88.7% | $2,381-87.9% |
| Participant deferral / active EE | $578 | $2,484-76.7% | $3,568-83.8% | $3,470-83.3% |
| Admin fee / account holder | $615 | $3,863-84.1% | $4,507-86.4% | $4,887-87.4% |