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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 | $4,996 | $82,678-94.0% | $125,391-96.0% | $68,490-92.7% |
| Participation rate | 55.9% | 75.1%-19.2pp | 82.4%-26.5pp | 67.9%-12.0pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,098 | $3,382-67.5% | $4,816-77.2% | $2,597-57.7% |
| Participant deferral / active EE | $2,268 | $6,111-62.9% | $7,448-69.6% | $4,028-43.7% |
| Admin fee / account holder | $313 | $6,277-95.0% | $10,009-96.9% | $5,403-94.2% |