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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 | $9,125 | $138,076-93.4% | $123,553-92.6% | $135,380-93.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -8.44% | 153.70%-162.1pp | 119.21%-127.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $1,043 | $5,152-79.8% | $4,628-77.5% | $4,779-78.2% |
| Participant deferral / active EE | $1,304 | $6,800-80.8% | $6,426-79.7% | $5,609-76.8% |
| Admin fee / account holder | $1,653 | $10,917-84.9% | $9,284-82.2% | $10,828-84.7% |