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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 | $31,679 | $101,539-68.8% | $147,041-78.5% | $74,400-57.4% |
| Participation rate | 19.5% | 75.5%-56.0pp | 82.2%-62.7pp | 67.2%-47.7pp |
| Annual return | 13.55% | 8740.84%-8727.3pp | 419.21%-405.7pp | 1367.51%-1354.0pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,307 | $7,304-82.1% | $8,071-83.8% | $4,348-69.9% |
| Admin fee / account holder | $3,588 | $1,749+105.1% | $13,006-72.4% | $1,944+84.6% |