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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 | $10,969 | $180,466-93.9% | $154,114-92.9% | $135,382-91.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -7.68% | 888.15%-895.8pp | 735.16%-742.8pp | 519.77%-527.4pp |
| Employer contribution / active EE | $4,005 | $6,035-33.6% | $5,298-24.4% | $4,779-16.2% |
| Participant deferral / active EE | $1,408 | $5,806-75.7% | $5,081-72.3% | $5,609-74.9% |
| Admin fee / account holder | $7,181 | $16,144-55.5% | $13,411-46.5% | $10,829-33.7% |