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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 | $2,412 | $95,975-97.5% | $74,552-96.8% | $135,382-98.2% |
| Participation rate | 46.7% | 75.7%-29.0pp | 69.1%-22.5pp | 82.6%-36.0pp |
| Annual return | -2.38% | 56.96%-59.3pp | 32.53%-34.9pp | 519.77%-522.2pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $617 | $3,844-83.9% | $3,108-80.1% | $5,609-89.0% |
| Admin fee / account holder | $3,681 | $6,522-43.6% | $5,060-27.3% | $10,829-66.0% |