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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 | $4,664 | $93,124-95.0% | $77,100-94.0% | $134,545-96.5% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -16.94% | 62.68%-79.6pp | 42.35%-59.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | $391 | $3,421-88.6% | $2,815-86.1% | $4,742-91.8% |
| Participant deferral / active EE | $417 | $5,242-92.1% | $4,430-90.6% | $6,401-93.5% |
| Admin fee / account holder | $1,232 | $6,970-82.3% | $5,443-77.4% | $11,431-89.2% |