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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 | $4,345 | $92,684-95.3% | $82,706-94.7% | $134,509-96.8% |
| Participation rate | 52.9% | 75.2%-22.3pp | 72.6%-19.6pp | 81.2%-28.3pp |
| Annual return | -16.83% | 945.84%-962.7pp | 701.76%-718.6pp | 418.13%-435.0pp |
| Employer contribution / active EE | $571 | $3,272-82.6% | $3,007-81.0% | $4,741-88.0% |
| Participant deferral / active EE | $694 | $4,800-85.5% | $4,394-84.2% | $6,400-89.2% |
| Admin fee / account holder | $2,124 | $5,982-64.5% | $5,329-60.1% | $11,427-81.4% |