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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 | $8,853 | $65,083-86.4% | $143,788-93.8% | $66,930-86.8% |
| Participation rate | 7.6% | 65.2%-57.6pp | 80.3%-72.7pp | 69.8%-62.2pp |
| Annual return | -12.34% | -11.13%-1.2pp | -0.03%-12.3pp | 1.57%-13.9pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $22 | $2,920-99.2% | $5,638-99.6% | $4,238-99.5% |
| Admin fee / account holder | $5,561 | $502+1007.1% | $14,675-62.1% | $593+837.1% |