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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 | $12,712 | $91,537-86.1% | $130,045-90.2% | $75,173-83.1% |
| Participation rate | 12.1% | 71.5%-59.3pp | 78.5%-66.4pp | 67.2%-55.1pp |
| Annual return | 14.17% | -631.55%+645.7pp | -137.30%+151.5pp | 160.72%-146.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $251 | $4,343-94.2% | $5,820-95.7% | $4,126-93.9% |
| Admin fee / account holder | $496 | $6,780-92.7% | $10,600-95.3% | $5,651-91.2% |