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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 | $13,947 | $59,111-76.4% | $86,451-83.9% | $68,490-79.6% |
| Participation rate | 33.8% | 75.2%-41.4pp | 80.3%-46.5pp | 67.9%-34.1pp |
| Annual return | -10.96% | -0.22%-10.7pp | 4398.51%-4409.5pp | -7.85%-3.1pp |
| Employer contribution / active EE | $765 | $2,519-69.6% | $3,770-79.7% | $2,597-70.5% |
| Participant deferral / active EE | $754 | $5,900-87.2% | $6,953-89.2% | $4,028-81.3% |
| Admin fee / account holder | $8,797 | $5,640+56.0% | $6,734+30.6% | $5,403+62.8% |