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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 | $6,311 | $76,912-91.8% | $129,118-95.1% | $68,490-90.8% |
| Participation rate | 56.3% | 69.1%-12.9pp | 77.2%-21.0pp | 67.9%-11.6pp |
| Annual return | -18.86% | -9.78%-9.1pp | -10.94%-7.9pp | -7.85%-11.0pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,051-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,255 | $4,732-73.5% | $6,539-80.8% | $4,028-68.8% |
| Admin fee / account holder | $1,481 | $6,638-77.7% | $14,305-89.6% | $5,403-72.6% |