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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 | $7,212 | $71,873-90.0% | $86,698-91.7% | $68,490-89.5% |
| Participation rate | 28.8% | 72.2%-43.4pp | 76.6%-47.8pp | 67.9%-39.1pp |
| Annual return | -18.72% | 3.54%-22.3pp | 35.96%-54.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $851 | $3,779-77.5% | $4,656-81.7% | $4,028-78.9% |
| Admin fee / account holder | $510 | $6,110-91.7% | $7,492-93.2% | $5,403-90.6% |