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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 | $2,647 | $43,730-93.9% | $121,220-97.8% | $64,173-95.9% |
| Participation rate | 8.0% | 58.3%-50.3pp | 71.8%-63.8pp | 69.6%-61.6pp |
| Annual return | -1.39% | 68.94%-70.3pp | 16.94%-18.3pp | 7.63%-9.0pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $807 | $2,281-64.6% | $3,345-75.9% | $3,470-76.7% |
| Admin fee / account holder | $473 | $3,502-86.5% | $5,021-90.6% | $4,887-90.3% |