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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 | $7,524 | $90,607-91.7% | $79,467-90.5% | $135,380-94.4% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | -7.85% | 977.74%-985.6pp | 718.30%-726.2pp | 519.81%-527.7pp |
| Employer contribution / active EE | $110 | $3,068-96.4% | $2,800-96.1% | $4,779-97.7% |
| Participant deferral / active EE | $442 | $4,050-89.1% | $3,704-88.1% | $5,609-92.1% |
| Admin fee / account holder | $3,931 | $5,895-33.3% | $5,104-23.0% | $10,828-63.7% |