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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 | $6,673 | $56,484-88.2% | $169,452-96.1% | $64,173-89.6% |
| Participation rate | 51.4% | 64.5%-13.2pp | 77.8%-26.4pp | 69.6%-18.2pp |
| Annual return | -6.55% | -1.55%-5.0pp | 1.83%-8.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $396 | $1,832-78.4% | $4,157-90.5% | $2,381-83.4% |
| Participant deferral / active EE | $821 | $3,448-76.2% | $5,277-84.4% | $3,470-76.3% |
| Admin fee / account holder | $703 | $4,174-83.1% | $9,110-92.3% | $4,887-85.6% |