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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 | $5,655 | $138,078-95.9% | $125,363-95.5% | $134,509-95.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -16.34% | 750.49%-766.8pp | 572.15%-588.5pp | 418.13%-434.5pp |
| Employer contribution / active EE | $990 | $5,245-81.1% | $4,815-79.4% | $4,741-79.1% |
| Participant deferral / active EE | $1,352 | $7,800-82.7% | $7,447-81.8% | $6,400-78.9% |
| Admin fee / account holder | $5,330 | $11,566-53.9% | $10,005-46.7% | $11,427-53.4% |