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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 | $1,465 | $103,038-98.6% | $90,324-98.4% | $152,909-99.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $587 | $3,141-81.3% | $2,856-79.5% | $4,764-87.7% |
| Participant deferral / active EE | $587 | $4,282-86.3% | $3,885-84.9% | $5,851-90.0% |
| Admin fee / account holder | $1,013 | $6,177-83.6% | $5,356-81.1% | $11,601-91.3% |