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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 | $1,387 | $117,846-98.8% | $102,434-98.6% | $145,884-99.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 61.07% | 31.90%+29.2pp | 29.46%+31.6pp | 551.85%-490.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,011 | $5,733-82.4% | $5,055-80.0% | $6,690-84.9% |
| Admin fee / account holder | $368 | $13,356-97.2% | $9,462-96.1% | $13,392-97.3% |