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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 | $10,577 | $85,790-87.7% | $67,313-84.3% | $135,382-92.2% |
| Participation rate | 44.4% | 76.5%-32.0pp | 69.1%-24.6pp | 82.6%-38.2pp |
| Annual return | -6.47% | -0.54%-5.9pp | -4.08%-2.4pp | 519.77%-526.2pp |
| Employer contribution / active EE | $567 | $3,487-83.7% | $2,566-77.9% | $4,779-88.1% |
| Participant deferral / active EE | $701 | $4,651-84.9% | $3,568-80.4% | $5,609-87.5% |
| Admin fee / account holder | $3,082 | $6,392-51.8% | $4,507-31.6% | $10,829-71.5% |