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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 | $3,807 | $43,338-91.2% | $59,887-93.6% | $64,173-94.1% |
| Participation rate | 14.0% | 69.2%-55.2pp | 74.7%-60.7pp | 69.6%-55.6pp |
| Annual return | -6.30% | -1.55%-4.7pp | 3.46%-9.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $726 | $2,030-64.2% | $2,722-73.3% | $2,381-69.5% |
| Participant deferral / active EE | $630 | $2,547-75.3% | $3,402-81.5% | $3,470-81.9% |
| Admin fee / account holder | $5,660 | $3,007+88.2% | $3,591+57.6% | $4,887+15.8% |