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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 | $12,704 | $75,962-83.3% | $154,111-91.8% | $64,173-80.2% |
| Participation rate | 38.6% | 70.4%-31.8pp | 83.0%-44.5pp | 69.6%-31.0pp |
| Annual return | -6.67% | 30.32%-37.0pp | 735.18%-741.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $385 | $3,175-87.9% | $5,081-92.4% | $3,470-88.9% |
| Admin fee / account holder | $976 | $5,589-82.5% | $13,411-92.7% | $4,887-80.0% |