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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 | $13,634 | $97,732-86.0% | $83,831-83.7% | $135,380-89.9% |
| Participation rate | 54.5% | 80.0%-25.4pp | 76.1%-21.6pp | 82.6%-28.1pp |
| Annual return | -4.86% | 1287.56%-1292.4pp | 850.99%-855.9pp | 519.81%-524.7pp |
| Employer contribution / active EE | $785 | $4,222-81.4% | $3,631-78.4% | $4,779-83.6% |
| Participant deferral / active EE | $919 | $4,683-80.4% | $4,082-77.5% | $5,609-83.6% |
| Admin fee / account holder | $1,023 | $6,675-84.7% | $5,479-81.3% | $10,828-90.5% |