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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 | $7,214 | $91,525-92.1% | $130,026-94.5% | $75,181-90.4% |
| Participation rate | 17.9% | 71.4%-53.6pp | 78.5%-60.6pp | 67.2%-49.3pp |
| Annual return | 34.84% | -631.40%+666.2pp | -137.26%+172.1pp | 160.69%-125.8pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $898 | $4,342-79.3% | $5,821-84.6% | $4,126-78.2% |
| Admin fee / account holder | $376 | $6,778-94.5% | $10,608-96.5% | $5,650-93.4% |