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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 | $7,505 | $50,947-85.3% | $74,549-89.9% | $64,173-88.3% |
| Participation rate | 16.7% | 61.1%-44.4pp | 69.1%-52.5pp | 69.6%-52.9pp |
| Annual return | -7.23% | -1.85%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $422 | $2,302-81.7% | $3,108-86.4% | $3,470-87.8% |
| Admin fee / account holder | $8,817 | $4,221+108.9% | $5,059+74.3% | $4,887+80.4% |