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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 | $4,133 | $73,848-94.4% | $143,799-97.1% | $68,486-94.0% |
| Participation rate | 8.8% | 66.7%-57.8pp | 80.3%-71.5pp | 67.9%-59.1pp |
| Annual return | -19.31% | 0.91%-20.2pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $376 | $3,385-88.9% | $5,638-93.3% | $4,028-90.7% |
| Admin fee / account holder | $3,213 | $5,755-44.2% | $14,677-78.1% | $5,404-40.5% |