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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 | $6,577 | $91,537-92.8% | $130,045-94.9% | $75,173-91.3% |
| Participation rate | 56.7% | 71.5%-14.8pp | 78.5%-21.8pp | 67.2%-10.5pp |
| Annual return | 50.16% | -631.55%+681.7pp | -137.30%+187.5pp | 160.72%-110.6pp |
| Employer contribution / active EE | $1,585 | $2,845-44.3% | $4,321-63.3% | $2,671-40.7% |
| Participant deferral / active EE | $1,422 | $4,343-67.3% | $5,820-75.6% | $4,126-65.5% |
| Admin fee / account holder | $627 | $6,780-90.7% | $10,600-94.1% | $5,651-88.9% |