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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 | $5,132 | $69,012-92.6% | $160,037-96.8% | $68,490-92.5% |
| Participation rate | 26.9% | 65.4%-38.6pp | 78.0%-51.1pp | 67.9%-41.0pp |
| Annual return | -18.98% | -9.65%-9.3pp | 408.95%-427.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,004 | $4,212-76.2% | $6,184-83.8% | $4,028-75.1% |
| Admin fee / account holder | $1,172 | $4,798-75.6% | $8,716-86.6% | $5,403-78.3% |