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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 | $9,760 | $138,102-92.9% | $125,381-92.2% | $134,532-92.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -16.48% | 750.73%-767.2pp | 572.31%-588.8pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,808 | $5,245-65.5% | $4,815-62.4% | $4,741-61.9% |
| Participant deferral / active EE | $2,100 | $7,801-73.1% | $7,448-71.8% | $6,401-67.2% |
| Admin fee / account holder | $688 | $11,568-94.1% | $10,007-93.1% | $11,429-94.0% |