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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 | $22,910 | $160,059-85.7% | $140,019-83.6% | $135,379-83.1% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -5.24% | 911.44%-916.7pp | 651.15%-656.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $1,687 | $6,420-73.7% | $5,605-69.9% | $4,779-64.7% |
| Participant deferral / active EE | $2,500 | $7,641-67.3% | $6,927-63.9% | $5,609-55.4% |
| Admin fee / account holder | $4,796 | $13,328-64.0% | $10,705-55.2% | $10,828-55.7% |