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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 | $14,140 | $95,979-85.3% | $74,551-81.0% | $135,380-89.6% |
| Participation rate | 21.4% | 75.7%-54.2pp | 69.1%-47.7pp | 82.6%-61.2pp |
| Annual return | -5.64% | 56.97%-62.6pp | 32.53%-38.2pp | 519.81%-525.4pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $523 | $3,844-86.4% | $3,108-83.2% | $5,609-90.7% |
| Admin fee / account holder | $3,313 | $6,522-49.2% | $5,059-34.5% | $10,828-69.4% |