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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 | $4,376 | $54,370-92.0% | $82,763-94.7% | $68,490-93.6% |
| Participation rate | 42.2% | 63.9%-21.7pp | 72.6%-30.3pp | 67.9%-25.7pp |
| Annual return | -13.07% | -13.67%+0.6pp | 702.45%-715.5pp | -7.85%-5.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $45 | $3,247-98.6% | $4,395-99.0% | $4,028-98.9% |
| Admin fee / account holder | $1,045 | $4,398-76.2% | $5,325-80.4% | $5,403-80.7% |