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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 | $3,273 | $91,911-96.4% | $68,612-95.2% | $135,380-97.6% |
| Participation rate | 15.0% | 76.7%-61.7pp | 72.2%-57.2pp | 82.6%-67.6pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $279 | $3,924-92.9% | $2,625-89.4% | $4,779-94.2% |
| Participant deferral / active EE | $385 | $4,315-91.1% | $3,311-88.4% | $5,609-93.1% |
| Admin fee / account holder | $916 | $9,240-90.1% | $5,131-82.1% | $10,828-91.5% |