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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 | $9,075 | $160,059-94.3% | $140,019-93.5% | $135,380-93.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -5.76% | 911.48%-917.2pp | 651.17%-656.9pp | 519.81%-525.6pp |
| Employer contribution / active EE | $1,471 | $6,420-77.1% | $5,605-73.8% | $4,779-69.2% |
| Participant deferral / active EE | $1,596 | $7,641-79.1% | $6,927-77.0% | $5,609-71.5% |
| Admin fee / account holder | $660 | $13,328-95.1% | $10,705-93.8% | $10,828-93.9% |