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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 | $1,116 | $95,915-98.8% | $79,580-98.6% | $134,532-99.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -19.14% | -2.71%-16.4pp | 0.15%-19.3pp | 418.27%-437.4pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $613 | $4,693-86.9% | $3,985-84.6% | $6,401-90.4% |
| Admin fee / account holder | $361 | $9,132-96.1% | $6,835-94.7% | $11,429-96.8% |