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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 | $15,632 | $59,116-73.6% | $86,438-81.9% | $68,486-77.2% |
| Participation rate | 33.9% | 75.2%-41.3pp | 80.3%-46.4pp | 67.9%-34.0pp |
| Annual return | -16.38% | -0.23%-16.2pp | 4397.19%-4413.6pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,173 | $5,902-63.2% | $6,952-68.7% | $4,028-46.0% |
| Admin fee / account holder | $3,437 | $5,639-39.1% | $6,733-49.0% | $5,404-36.4% |