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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 | $8,305 | $43,730-81.0% | $121,208-93.1% | $64,181-87.1% |
| Participation rate | 22.4% | 58.3%-36.0pp | 71.8%-49.4pp | 69.6%-47.2pp |
| Annual return | -5.50% | 68.94%-74.4pp | 16.93%-22.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $790 | $2,281-65.4% | $3,345-76.4% | $3,470-77.2% |
| Admin fee / account holder | $3,706 | $3,502+5.8% | $5,020-26.2% | $4,887-24.2% |