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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 | $2,859 | $91,537-96.9% | $130,045-97.8% | $75,173-96.2% |
| Participation rate | 60.3% | 71.5%-11.1pp | 78.5%-18.2pp | 67.2%-6.9pp |
| Annual return | 13.69% | -631.55%+645.2pp | -137.30%+151.0pp | 160.72%-147.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $548 | $4,343-87.4% | $5,820-90.6% | $4,126-86.7% |
| Admin fee / account holder | $527 | $6,780-92.2% | $10,600-95.0% | $5,651-90.7% |