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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 | $11,895 | $82,674-85.6% | $125,381-90.5% | $68,486-82.6% |
| Participation rate | 44.7% | 75.1%-30.4pp | 82.4%-37.7pp | 67.9%-23.2pp |
| Annual return | -12.58% | -5.97%-6.6pp | 572.31%-584.9pp | -7.85%-4.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,749 | $6,111-71.4% | $7,448-76.5% | $4,028-56.6% |
| Admin fee / account holder | $1,522 | $6,277-75.7% | $10,007-84.8% | $5,404-71.8% |