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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 | $8,315 | $91,537-90.9% | $130,045-93.6% | $75,173-88.9% |
| Participation rate | 25.5% | 71.5%-45.9pp | 78.5%-53.0pp | 67.2%-41.7pp |
| Annual return | 17.71% | -631.55%+649.3pp | -137.30%+155.0pp | 160.72%-143.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,041 | $4,343-76.0% | $5,820-82.1% | $4,126-74.8% |
| Admin fee / account holder | $1,294 | $6,780-80.9% | $10,600-87.8% | $5,651-77.1% |