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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 | $20,250 | $102,385-80.2% | $147,080-86.2% | $80,935-75.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 0.00% | 135.09%-135.1pp | 420.17%-420.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $974 | $3,717-73.8% | $4,933-80.3% | $2,757-64.7% |
| Participant deferral / active EE | $2,484 | $6,651-62.7% | $8,066-69.2% | $4,299-42.2% |
| Admin fee / account holder | $517 | $7,951-93.5% | $12,989-96.0% | $6,924-92.5% |