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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 | $13,235 | $105,861-87.5% | $90,756-85.4% | $134,509-90.2% |
| Participation rate | 28.6% | 78.2%-49.7pp | 75.7%-47.1pp | 81.2%-52.7pp |
| Annual return | -7.19% | -10.99%+3.8pp | -12.16%+5.0pp | 418.13%-425.3pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,293 | $5,217-75.2% | $4,565-71.7% | $6,400-79.8% |
| Admin fee / account holder | $599 | $13,938-95.7% | $8,445-92.9% | $11,427-94.8% |