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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 | $5,372 | $67,396-92.0% | $60,919-91.2% | $134,545-96.0% |
| Participation rate | 44.4% | 76.2%-31.7pp | 73.1%-28.7pp | 81.2%-36.8pp |
| Annual return | -16.24% | 50.12%-66.4pp | 16.96%-33.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $634 | $3,101-79.6% | $2,704-76.6% | $4,742-86.6% |
| Participant deferral / active EE | $670 | $4,534-85.2% | $3,814-82.4% | $6,401-89.5% |
| Admin fee / account holder | $1,441 | $4,590-68.6% | $3,228-55.3% | $11,431-87.4% |