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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 | $2,769 | $90,606-96.9% | $79,466-96.5% | $135,379-98.0% |
| Participation rate | 17.4% | 76.0%-58.7pp | 73.3%-56.0pp | 82.6%-65.3pp |
| Annual return | 0.00% | 977.69%-977.7pp | 718.28%-718.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $285 | $3,068-90.7% | $2,800-89.8% | $4,779-94.0% |
| Participant deferral / active EE | $404 | $4,050-90.0% | $3,704-89.1% | $5,609-92.8% |
| Admin fee / account holder | $890 | $5,895-84.9% | $5,104-82.6% | $10,828-91.8% |