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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 | $4,930 | $138,076-96.4% | $123,553-96.0% | $135,380-96.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -7.97% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $2,264 | $5,152-56.0% | $4,628-51.1% | $4,779-52.6% |
| Participant deferral / active EE | $1,945 | $6,800-71.4% | $6,426-69.7% | $5,609-65.3% |
| Admin fee / account holder | $2,022 | $10,917-81.5% | $9,284-78.2% | $10,828-81.3% |