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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 | $2,725 | $54,357-95.0% | $82,706-96.7% | $68,495-96.0% |
| Participation rate | 22.1% | 63.9%-41.9pp | 72.6%-50.5pp | 67.9%-45.8pp |
| Annual return | -18.76% | -13.67%-5.1pp | 701.76%-720.5pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $342 | $3,246-89.5% | $4,394-92.2% | $4,028-91.5% |
| Admin fee / account holder | $654 | $4,396-85.1% | $5,329-87.7% | $5,403-87.9% |