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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 | $4,464 | $138,075-96.8% | $123,552-96.4% | $135,379-96.7% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -8.33% | 153.70%-162.0pp | 119.20%-127.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $1,190 | $5,152-76.9% | $4,628-74.3% | $4,779-75.1% |
| Participant deferral / active EE | $1,270 | $6,800-81.3% | $6,426-80.2% | $5,609-77.4% |
| Admin fee / account holder | $1,416 | $10,917-87.0% | $9,285-84.7% | $10,828-86.9% |