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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 | $14,242 | $43,730-67.4% | $121,220-88.3% | $64,173-77.8% |
| Participation rate | 9.1% | 58.3%-49.3pp | 71.8%-62.7pp | 69.6%-60.5pp |
| Annual return | -2.10% | 68.94%-71.0pp | 16.94%-19.0pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $181 | $2,281-92.1% | $3,345-94.6% | $3,470-94.8% |
| Admin fee / account holder | $24,869 | $3,502+610.0% | $5,021+395.3% | $4,887+408.8% |