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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 | $14,097 | $57,350-75.4% | $83,850-83.2% | $64,181-78.0% |
| Participation rate | 37.8% | 68.6%-30.8pp | 76.1%-38.3pp | 69.6%-31.7pp |
| Annual return | -3.67% | 11.38%-15.1pp | 850.92%-854.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $583 | $2,993-80.5% | $4,082-85.7% | $3,470-83.2% |
| Admin fee / account holder | $1,163 | $4,046-71.3% | $5,478-78.8% | $4,887-76.2% |