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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 | $5,068 | $82,678-93.9% | $125,391-96.0% | $68,490-92.6% |
| Participation rate | 56.0% | 75.1%-19.1pp | 82.4%-26.4pp | 67.9%-11.9pp |
| Annual return | -4.45% | -5.97%+1.5pp | 572.41%-576.9pp | -7.85%+3.4pp |
| Employer contribution / active EE | $1,608 | $3,382-52.5% | $4,816-66.6% | $2,597-38.1% |
| Participant deferral / active EE | $482 | $6,111-92.1% | $7,448-93.5% | $4,028-88.0% |
| Admin fee / account holder | $450 | $6,277-92.8% | $10,009-95.5% | $5,403-91.7% |