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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 | $4,114 | $180,466-97.7% | $154,114-97.3% | $135,382-97.0% |
| Participation rate | 18.8% | 87.4%-68.7pp | 83.0%-64.3pp | 82.6%-63.9pp |
| Annual return | -5.48% | 888.15%-893.6pp | 735.16%-740.6pp | 519.77%-525.3pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,039 | $5,806-82.1% | $5,081-79.6% | $5,609-81.5% |
| Admin fee / account holder | $4,880 | $16,144-69.8% | $13,411-63.6% | $10,829-54.9% |