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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 | $2,447 | $92,684-97.4% | $82,706-97.0% | $134,509-98.2% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -13.21% | 945.84%-959.1pp | 701.76%-715.0pp | 418.13%-431.3pp |
| Employer contribution / active EE | $498 | $3,272-84.8% | $3,007-83.4% | $4,741-89.5% |
| Participant deferral / active EE | $747 | $4,800-84.4% | $4,394-83.0% | $6,400-88.3% |
| Admin fee / account holder | $2,628 | $5,982-56.1% | $5,329-50.7% | $11,427-77.0% |