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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 | $9,470 | $138,078-93.1% | $125,363-92.4% | $134,509-93.0% |
| Participation rate | 47.8% | 84.5%-36.7pp | 82.4%-34.5pp | 81.2%-33.4pp |
| Annual return | -19.72% | 750.49%-770.2pp | 572.15%-591.9pp | 418.13%-437.9pp |
| Employer contribution / active EE | $1,080 | $5,245-79.4% | $4,815-77.6% | $4,741-77.2% |
| Participant deferral / active EE | $2,295 | $7,800-70.6% | $7,447-69.2% | $6,400-64.1% |
| Admin fee / account holder | $2,173 | $11,566-81.2% | $10,005-78.3% | $11,427-81.0% |