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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 | $14,123 | $91,536-84.6% | $130,062-89.1% | $75,177-81.2% |
| Participation rate | 24.2% | 71.5%-47.2pp | 78.5%-54.3pp | 67.2%-43.0pp |
| Annual return | 15.66% | -631.62%+647.3pp | -137.37%+153.0pp | 160.75%-145.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $768 | $4,343-82.3% | $5,821-86.8% | $4,126-81.4% |
| Admin fee / account holder | $2,013 | $6,780-70.3% | $10,601-81.0% | $5,651-64.4% |