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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 | $7,490 | $49,280-84.8% | $67,313-88.9% | $64,173-88.3% |
| Participation rate | 3.4% | 60.8%-57.3pp | 69.1%-65.6pp | 69.6%-66.1pp |
| Annual return | -5.21% | -1.39%-3.8pp | -4.08%-1.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $69 | $2,484-97.2% | $3,568-98.1% | $3,470-98.0% |
| Admin fee / account holder | $1,482 | $3,863-61.6% | $4,507-67.1% | $4,887-69.7% |