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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 | $5,453 | $54,370-90.0% | $82,763-93.4% | $68,490-92.0% |
| Participation rate | 59.5% | 63.9%-4.5pp | 72.6%-13.1pp | 67.9%-8.4pp |
| Annual return | -18.17% | -13.67%-4.5pp | 702.45%-720.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $267 | $2,219-88.0% | $3,008-91.1% | $2,597-89.7% |
| Participant deferral / active EE | $471 | $3,247-85.5% | $4,395-89.3% | $4,028-88.3% |
| Admin fee / account holder | $1,357 | $4,398-69.1% | $5,325-74.5% | $5,403-74.9% |