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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 | $5,774 | $138,076-95.8% | $123,553-95.3% | $135,380-95.7% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -2.56% | 153.70%-156.3pp | 119.21%-121.8pp | 519.81%-522.4pp |
| Employer contribution / active EE | $3,329 | $5,152-35.4% | $4,628-28.1% | $4,779-30.3% |
| Participant deferral / active EE | $564 | $6,800-91.7% | $6,426-91.2% | $5,609-89.9% |
| Admin fee / account holder | $30,751 | $10,917+181.7% | $9,284+231.2% | $10,828+184.0% |