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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 | $16,555 | $180,459-90.8% | $154,108-89.3% | $135,380-87.8% |
| Participation rate | 58.3% | 87.4%-29.1pp | 83.0%-24.7pp | 82.6%-24.3pp |
| Annual return | -5.95% | 888.21%-894.2pp | 735.21%-741.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,294 | $6,035-78.6% | $5,298-75.6% | $4,779-72.9% |
| Participant deferral / active EE | $1,669 | $5,806-71.2% | $5,081-67.1% | $5,609-70.2% |
| Admin fee / account holder | $7,680 | $16,145-52.4% | $13,411-42.7% | $10,828-29.1% |