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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 | $25,633 | $180,459-85.8% | $154,108-83.4% | $135,380-81.1% |
| Participation rate | 47.4% | 87.4%-40.1pp | 83.0%-35.7pp | 82.6%-35.3pp |
| Annual return | -2.68% | 888.21%-890.9pp | 735.21%-737.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $468 | $5,806-91.9% | $5,081-90.8% | $5,609-91.6% |
| Admin fee / account holder | $8,100 | $16,145-49.8% | $13,411-39.6% | $10,828-25.2% |