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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 | $10,307 | $134,001-92.3% | $112,258-90.8% | $134,509-92.3% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -16.21% | 47.15%-63.4pp | 27.47%-43.7pp | 418.13%-434.3pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,204 | $5,291-77.3% | $4,728-74.5% | $6,400-81.2% |
| Admin fee / account holder | $2,023 | $7,491-73.0% | $6,411-68.4% | $11,427-82.3% |