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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 | $8,973 | $54,357-83.5% | $82,706-89.2% | $68,495-86.9% |
| Participation rate | 32.3% | 63.9%-31.6pp | 72.6%-40.2pp | 67.9%-35.6pp |
| Annual return | -16.20% | -13.67%-2.5pp | 701.76%-718.0pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $887 | $3,246-72.7% | $4,394-79.8% | $4,028-78.0% |
| Admin fee / account holder | $486 | $4,396-88.9% | $5,329-90.9% | $5,403-91.0% |