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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 | $5,369 | $82,674-93.5% | $125,381-95.7% | $68,486-92.2% |
| Participation rate | 14.8% | 75.1%-60.2pp | 82.4%-67.6pp | 67.9%-53.1pp |
| Annual return | -19.26% | -5.97%-13.3pp | 572.31%-591.6pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,043 | $6,111-82.9% | $7,448-86.0% | $4,028-74.1% |
| Admin fee / account holder | $1,013 | $6,277-83.9% | $10,007-89.9% | $5,404-81.3% |