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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 | $13,817 | $82,630-83.3% | $64,105-78.4% | $125,389-89.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -1.76% | 1489.72%-1491.5pp | 791.24%-793.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $371 | $2,671-86.1% | $1,820-79.6% | $4,866-92.4% |
| Participant deferral / active EE | $404 | $3,608-88.8% | $2,822-85.7% | $5,352-92.5% |
| Admin fee / account holder | $1,873 | $6,382-70.7% | $4,499-58.4% | $9,541-80.4% |