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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 | $13,923 | $138,102-89.9% | $125,381-88.9% | $134,532-89.7% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -12.68% | 750.73%-763.4pp | 572.31%-585.0pp | 418.27%-431.0pp |
| Employer contribution / active EE | $1,769 | $5,245-66.3% | $4,815-63.3% | $4,741-62.7% |
| Participant deferral / active EE | $1,945 | $7,801-75.1% | $7,448-73.9% | $6,401-69.6% |
| Admin fee / account holder | $1,467 | $11,568-87.3% | $10,007-85.3% | $11,429-87.2% |