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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 | $7,282 | $131,835-94.5% | $108,582-93.3% | $273,972-97.3% |
| Participation rate | 46.7% | 83.5%-36.8pp | 79.6%-32.9pp | 83.0%-36.3pp |
| Annual return | 9.26% | -91.57%+100.8pp | -51.70%+61.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,225 | $5,127-76.1% | $4,311-71.6% | $5,287-76.8% |
| Admin fee / account holder | $1,286 | $10,253-87.5% | $7,645-83.2% | $10,133-87.3% |