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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 | $6,368 | $180,462-96.5% | $154,111-95.9% | $135,379-95.3% |
| Participation rate | 8.3% | 87.4%-79.1pp | 83.0%-74.7pp | 82.6%-74.3pp |
| Annual return | -5.31% | 888.17%-893.5pp | 735.18%-740.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,172 | $5,806-79.8% | $5,081-76.9% | $5,609-79.1% |
| Admin fee / account holder | $12,351 | $16,145-23.5% | $13,411-7.9% | $10,828+14.1% |