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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 | $5,060 | $106,551-95.3% | $91,225-94.5% | $134,532-96.2% |
| Participation rate | 42.9% | 76.8%-33.9pp | 73.2%-30.3pp | 81.2%-38.4pp |
| Annual return | -18.16% | 160.78%-178.9pp | 114.12%-132.3pp | 418.27%-436.4pp |
| Employer contribution / active EE | $404 | $3,331-87.9% | $2,851-85.8% | $4,741-91.5% |
| Participant deferral / active EE | $672 | $4,718-85.8% | $4,233-84.1% | $6,401-89.5% |
| Admin fee / account holder | $1,734 | $6,234-72.2% | $5,422-68.0% | $11,429-84.8% |