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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 | $1,664 | $106,551-98.4% | $91,225-98.2% | $134,532-98.8% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -19.05% | 160.78%-179.8pp | 114.12%-133.2pp | 418.27%-437.3pp |
| Employer contribution / active EE | $415 | $3,331-87.6% | $2,851-85.5% | $4,741-91.3% |
| Participant deferral / active EE | $693 | $4,718-85.3% | $4,233-83.6% | $6,401-89.2% |
| Admin fee / account holder | $993 | $6,234-84.1% | $5,422-81.7% | $11,429-91.3% |