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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 | $4,394 | $49,177-91.1% | $79,466-94.5% | $64,173-93.2% |
| Participation rate | 32.2% | 65.0%-32.8pp | 73.3%-41.1pp | 69.6%-37.4pp |
| Annual return | -7.79% | -1.16%-6.6pp | 718.28%-726.1pp | 7.63%-15.4pp |
| Employer contribution / active EE | $233 | $2,076-88.8% | $2,800-91.7% | $2,381-90.2% |
| Participant deferral / active EE | $333 | $2,821-88.2% | $3,704-91.0% | $3,470-90.4% |
| Admin fee / account holder | $334 | $3,839-91.3% | $5,104-93.4% | $4,887-93.2% |