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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 | $18,899 | $135,645-86.1% | $110,243-82.9% | $135,380-86.0% |
| Participation rate | 15.8% | 83.5%-67.7pp | 79.8%-64.0pp | 82.6%-66.9pp |
| Annual return | -5.31% | 513.24%-518.5pp | 314.76%-320.1pp | 519.81%-525.1pp |
| Employer contribution / active EE | $1,117 | $4,907-77.2% | $3,827-70.8% | $4,779-76.6% |
| Participant deferral / active EE | $1,341 | $5,507-75.6% | $4,672-71.3% | $5,609-76.1% |
| Admin fee / account holder | $2,331 | $11,458-79.7% | $8,548-72.7% | $10,828-78.5% |