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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 | $15,046 | $53,596-71.9% | $90,657-83.4% | $64,173-76.6% |
| Participation rate | 22.2% | 64.5%-42.3pp | 74.0%-51.8pp | 69.6%-47.3pp |
| Annual return | -5.27% | 4.41%-9.7pp | 1.89%-7.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $300 | $1,503-80.1% | $2,532-88.2% | $2,381-87.4% |
| Participant deferral / active EE | $329 | $2,459-86.6% | $3,424-90.4% | $3,470-90.5% |
| Admin fee / account holder | $404 | $3,868-89.6% | $4,994-91.9% | $4,887-91.7% |