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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 | $4,381 | $67,411-93.5% | $91,004-95.2% | $70,126-93.8% |
| Participation rate | 41.1% | 71.4%-30.3pp | 75.6%-34.5pp | 69.5%-28.5pp |
| Annual return | 70.38% | -40.16%+110.5pp | 4.60%+65.8pp | 73.15%-2.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $868 | $2,823-69.2% | $3,548-75.5% | $3,332-73.9% |
| Admin fee / account holder | $1,196 | $4,236-71.8% | $5,417-77.9% | $4,645-74.3% |