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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 | $11,971 | $135,645-91.2% | $110,243-89.1% | $135,379-91.2% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -1.68% | 513.24%-514.9pp | 314.76%-316.4pp | 519.79%-521.5pp |
| Employer contribution / active EE | $1,333 | $4,907-72.8% | $3,827-65.2% | $4,779-72.1% |
| Participant deferral / active EE | $1,400 | $5,507-74.6% | $4,672-70.0% | $5,609-75.0% |
| Admin fee / account holder | $105,264 | $11,458+818.7% | $8,548+1131.5% | $10,828+872.2% |