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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 | $15,317 | $43,730-65.0% | $121,208-87.4% | $64,181-76.1% |
| Participation rate | 17.1% | 58.3%-41.3pp | 71.8%-54.7pp | 69.6%-52.5pp |
| Annual return | -0.34% | 68.94%-69.3pp | 16.93%-17.3pp | 7.63%-8.0pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $523 | $2,281-77.1% | $3,345-84.4% | $3,470-84.9% |
| Admin fee / account holder | $50,805 | $3,502+1350.6% | $5,020+912.0% | $4,887+939.6% |