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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 | $9,228 | $138,102-93.3% | $125,381-92.6% | $134,532-93.1% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -19.77% | 750.73%-770.5pp | 572.31%-592.1pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,515 | $5,245-71.1% | $4,815-68.5% | $4,741-68.0% |
| Participant deferral / active EE | $2,102 | $7,801-73.1% | $7,448-71.8% | $6,401-67.2% |
| Admin fee / account holder | $515 | $11,568-95.5% | $10,007-94.9% | $11,429-95.5% |