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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 | $5,920 | $54,355-89.1% | $82,744-92.8% | $68,486-91.4% |
| Participation rate | 15.4% | 63.9%-48.5pp | 72.6%-57.2pp | 67.9%-52.5pp |
| Annual return | -10.62% | -13.67%+3.1pp | 702.22%-712.8pp | -7.85%-2.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $617 | $3,246-81.0% | $4,395-86.0% | $4,028-84.7% |
| Admin fee / account holder | $1,208 | $4,397-72.5% | $5,325-77.3% | $5,404-77.6% |