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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 | $10,984 | $160,059-93.1% | $140,019-92.2% | $135,380-91.9% |
| Participation rate | 63.2% | 88.5%-25.4pp | 87.5%-24.3pp | 82.6%-19.5pp |
| Annual return | -1.68% | 911.48%-913.2pp | 651.17%-652.9pp | 519.81%-521.5pp |
| Employer contribution / active EE | $1,481 | $6,420-76.9% | $5,605-73.6% | $4,779-69.0% |
| Participant deferral / active EE | $2,355 | $7,641-69.2% | $6,927-66.0% | $5,609-58.0% |
| Admin fee / account holder | $36,990 | $13,328+177.5% | $10,705+245.5% | $10,828+241.6% |