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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 | $1,624 | $93,117-98.3% | $77,096-97.9% | $134,532-98.8% |
| Participation rate | 63.6% | 74.5%-10.9pp | 67.9%-4.3pp | 81.2%-17.6pp |
| Annual return | -21.11% | 62.67%-83.8pp | 42.35%-63.5pp | 418.27%-439.4pp |
| Employer contribution / active EE | $669 | $3,420-80.4% | $2,814-76.2% | $4,741-85.9% |
| Participant deferral / active EE | $834 | $5,241-84.1% | $4,429-81.2% | $6,401-87.0% |
| Admin fee / account holder | $508 | $6,948-92.7% | $5,428-90.6% | $11,429-95.6% |