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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 | $10,835 | $138,114-92.2% | $125,391-91.4% | $134,545-91.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -16.95% | 750.88%-767.8pp | 572.41%-589.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,119 | $5,246-78.7% | $4,816-76.8% | $4,742-76.4% |
| Participant deferral / active EE | $1,691 | $7,801-78.3% | $7,448-77.3% | $6,401-73.6% |
| Admin fee / account holder | $20,683 | $11,570+78.8% | $10,009+106.7% | $11,431+80.9% |