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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 | $9,568 | $97,729-90.2% | $83,830-88.6% | $135,379-92.9% |
| Participation rate | 34.8% | 80.0%-45.2pp | 76.1%-41.4pp | 82.6%-47.9pp |
| Annual return | -6.95% | 1287.52%-1294.5pp | 850.97%-857.9pp | 519.79%-526.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $858 | $4,683-81.7% | $4,082-79.0% | $5,609-84.7% |
| Admin fee / account holder | $4,093 | $6,674-38.7% | $5,479-25.3% | $10,828-62.2% |