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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 | $16,168 | $84,482-80.9% | $125,363-87.1% | $66,930-75.8% |
| Participation rate | 24.0% | 76.4%-52.4pp | 82.4%-58.3pp | 69.8%-45.8pp |
| Annual return | -14.53% | -8.49%-6.0pp | 572.15%-586.7pp | 1.57%-16.1pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,373 | $6,782-79.8% | $7,447-81.6% | $4,238-67.6% |
| Admin fee / account holder | $1,100 | $685+60.6% | $10,005-89.0% | $593+85.4% |