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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 | $5,553 | $57,352-90.3% | $83,831-93.4% | $64,173-91.3% |
| Participation rate | 13.5% | 68.6%-55.1pp | 76.1%-62.6pp | 69.6%-56.1pp |
| Annual return | -7.76% | 11.38%-19.1pp | 850.99%-858.8pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $83 | $2,993-97.2% | $4,082-98.0% | $3,470-97.6% |
| Admin fee / account holder | $400 | $4,046-90.1% | $5,479-92.7% | $4,887-91.8% |