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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 | $2,930 | $103,038-97.2% | $90,324-96.8% | $152,909-98.1% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.5%-45.0pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $467 | $3,141-85.1% | $2,856-83.6% | $4,764-90.2% |
| Participant deferral / active EE | $742 | $4,282-82.7% | $3,885-80.9% | $5,851-87.3% |
| Admin fee / account holder | $511 | $6,177-91.7% | $5,356-90.5% | $11,601-95.6% |