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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 | $2,884 | $53,162-94.6% | $91,225-96.8% | $68,486-95.8% |
| Participation rate | 58.1% | 63.2%-5.1pp | 73.2%-15.1pp | 67.9%-9.8pp |
| Annual return | -15.07% | -3.14%-11.9pp | 114.12%-129.2pp | -7.85%-7.2pp |
| Employer contribution / active EE | $410 | $1,709-76.0% | $2,851-85.6% | $2,597-84.2% |
| Participant deferral / active EE | $482 | $2,974-83.8% | $4,233-88.6% | $4,028-88.0% |
| Admin fee / account holder | $949 | $4,493-78.9% | $5,422-82.5% | $5,404-82.4% |