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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 | $12,287 | $57,352-78.6% | $83,830-85.3% | $64,173-80.9% |
| Participation rate | 34.5% | 68.6%-34.1pp | 76.1%-41.7pp | 69.6%-35.1pp |
| Annual return | -4.69% | 11.38%-16.1pp | 850.97%-855.7pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $164 | $2,993-94.5% | $4,082-96.0% | $3,470-95.3% |
| Admin fee / account holder | $7,591 | $4,046+87.6% | $5,479+38.6% | $4,887+55.3% |