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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 | $4,733 | $54,357-91.3% | $82,706-94.3% | $68,495-93.1% |
| Participation rate | 60.4% | 63.9%-3.5pp | 72.6%-12.1pp | 67.9%-7.5pp |
| Annual return | -18.58% | -13.67%-4.9pp | 701.76%-720.3pp | -7.84%-10.7pp |
| Employer contribution / active EE | $383 | $2,218-82.7% | $3,007-87.3% | $2,596-85.3% |
| Participant deferral / active EE | $595 | $3,246-81.7% | $4,394-86.4% | $4,028-85.2% |
| Admin fee / account holder | $349 | $4,396-92.1% | $5,329-93.5% | $5,403-93.5% |