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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 | $11,971 | $180,459-93.4% | $154,108-92.2% | $135,380-91.2% |
| Participation rate | 56.5% | 87.4%-30.9pp | 83.0%-26.5pp | 82.6%-26.1pp |
| Annual return | -5.23% | 888.21%-893.4pp | 735.21%-740.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,926 | $6,035-68.1% | $5,298-63.6% | $4,779-59.7% |
| Participant deferral / active EE | $1,633 | $5,806-71.9% | $5,081-67.9% | $5,609-70.9% |
| Admin fee / account holder | $5,803 | $16,145-64.1% | $13,411-56.7% | $10,828-46.4% |