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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 | $5,235 | $49,177-89.4% | $79,467-93.4% | $64,173-91.8% |
| Participation rate | 19.5% | 65.0%-45.5pp | 73.3%-53.8pp | 69.6%-50.1pp |
| Annual return | -5.62% | -1.16%-4.5pp | 718.30%-723.9pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $284 | $2,821-89.9% | $3,704-92.3% | $3,470-91.8% |
| Admin fee / account holder | $420 | $3,839-89.0% | $5,104-91.8% | $4,887-91.4% |