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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 | $9,271 | $77,817-88.1% | $123,553-92.5% | $64,173-85.6% |
| Participation rate | 44.0% | 74.7%-30.7pp | 82.3%-38.3pp | 69.6%-25.6pp |
| Annual return | -2.70% | 12.49%-15.2pp | 119.21%-121.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $818 | $3,014-72.9% | $4,628-82.3% | $2,381-65.7% |
| Participant deferral / active EE | $1,060 | $5,240-79.8% | $6,426-83.5% | $3,470-69.5% |
| Admin fee / account holder | $4,515 | $5,519-18.2% | $9,284-51.4% | $4,887-7.6% |