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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 | $2,855 | $75,962-96.2% | $154,111-98.1% | $64,173-95.6% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -6.05% | 30.32%-36.4pp | 735.18%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $693 | $3,175-78.2% | $5,081-86.4% | $3,470-80.0% |
| Admin fee / account holder | $1,112 | $5,589-80.1% | $13,411-91.7% | $4,887-77.2% |