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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 | $10,971 | $48,274-77.3% | $63,244-82.7% | $59,633-81.6% |
| Participation rate | 51.4% | 66.3%-14.9pp | 71.0%-19.6pp | 68.7%-17.2pp |
| Annual return | 3.47% | -240.79%+244.3pp | -70.31%+73.8pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $334 | $1,586-78.9% | $2,322-85.6% | $2,203-84.8% |
| Participant deferral / active EE | $740 | $2,343-68.4% | $2,953-74.9% | $3,192-76.8% |
| Admin fee / account holder | $1,091 | $3,600-69.7% | $5,893-81.5% | $4,297-74.6% |