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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 | $4,011 | $92,684-95.7% | $82,706-95.2% | $134,509-97.0% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -18.96% | 945.84%-964.8pp | 701.76%-720.7pp | 418.13%-437.1pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $211 | $4,800-95.6% | $4,394-95.2% | $6,400-96.7% |
| Admin fee / account holder | $6,873 | $5,982+14.9% | $5,329+29.0% | $11,427-39.9% |