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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 | $16,573 | $138,076-88.0% | $123,553-86.6% | $135,380-87.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -4.02% | 153.70%-157.7pp | 119.21%-123.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $961 | $5,152-81.4% | $4,628-79.2% | $4,779-79.9% |
| Participant deferral / active EE | $1,323 | $6,800-80.5% | $6,426-79.4% | $5,609-76.4% |
| Admin fee / account holder | $10,634 | $10,917-2.6% | $9,284+14.5% | $10,828-1.8% |