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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 | $11,737 | $138,078-91.5% | $125,363-90.6% | $134,509-91.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -8.42% | 750.49%-758.9pp | 572.15%-580.6pp | 418.13%-426.6pp |
| Employer contribution / active EE | $1,194 | $5,245-77.2% | $4,815-75.2% | $4,741-74.8% |
| Participant deferral / active EE | $2,076 | $7,800-73.4% | $7,447-72.1% | $6,400-67.6% |
| Admin fee / account holder | $2,431 | $11,566-79.0% | $10,005-75.7% | $11,427-78.7% |