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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 | $10,123 | $138,076-92.7% | $123,553-91.8% | $135,380-92.5% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -3.55% | 153.70%-157.2pp | 119.21%-122.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $1,199 | $5,152-76.7% | $4,628-74.1% | $4,779-74.9% |
| Participant deferral / active EE | $1,589 | $6,800-76.6% | $6,426-75.3% | $5,609-71.7% |
| Admin fee / account holder | $19,239 | $10,917+76.2% | $9,284+107.2% | $10,828+77.7% |