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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 | $6,687 | $59,111-88.7% | $86,451-92.3% | $68,490-90.2% |
| Participation rate | 66.7% | 75.2%-8.6pp | 80.3%-13.7pp | 67.9%-1.2pp |
| Annual return | -17.83% | -0.22%-17.6pp | 4398.51%-4416.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $611 | $2,519-75.8% | $3,770-83.8% | $2,597-76.5% |
| Participant deferral / active EE | $1,267 | $5,900-78.5% | $6,953-81.8% | $4,028-68.6% |
| Admin fee / account holder | $5,204 | $5,640-7.7% | $6,734-22.7% | $5,403-3.7% |