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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 | $16,214 | $129,959-87.5% | $104,301-84.5% | $134,532-87.9% |
| Participation rate | 20.0% | 79.5%-59.5pp | 73.3%-53.3pp | 81.2%-61.2pp |
| Annual return | -18.73% | 42.04%-60.8pp | 24.61%-43.3pp | 418.27%-437.0pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $630 | $5,589-88.7% | $4,626-86.4% | $6,401-90.2% |
| Admin fee / account holder | $99,750 | $9,325+969.7% | $7,340+1258.9% | $11,429+772.8% |