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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 | $13,046 | $91,536-85.7% | $130,062-90.0% | $75,177-82.6% |
| Participation rate | 45.5% | 71.5%-26.0pp | 78.5%-33.1pp | 67.2%-21.8pp |
| Annual return | 14.49% | -631.62%+646.1pp | -137.37%+151.9pp | 160.75%-146.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,385 | $4,343-68.1% | $5,821-76.2% | $4,126-66.4% |
| Admin fee / account holder | $2,086 | $6,780-69.2% | $10,601-80.3% | $5,651-63.1% |