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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 | $14,540 | $138,078-89.5% | $125,363-88.4% | $134,509-89.2% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -18.23% | 750.49%-768.7pp | 572.15%-590.4pp | 418.13%-436.4pp |
| Employer contribution / active EE | $1,034 | $5,245-80.3% | $4,815-78.5% | $4,741-78.2% |
| Participant deferral / active EE | $1,476 | $7,800-81.1% | $7,447-80.2% | $6,400-76.9% |
| Admin fee / account holder | $338 | $11,566-97.1% | $10,005-96.6% | $11,427-97.0% |