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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 | $14,009 | $69,745-79.9% | $67,511-79.2% | $74,546-81.2% |
| Participation rate | 26.5% | 71.3%-44.9pp | 72.9%-46.4pp | 67.2%-40.7pp |
| Annual return | 13.08% | -40.37%+53.5pp | 3517.41%-3504.3pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $0 | $2,705-100.0% | $2,733-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $446 | $3,636-87.7% | $4,000-88.9% | $4,347-89.8% |
| Admin fee / account holder | $1,349 | $894+50.9% | $3,999-66.3% | $1,944-30.6% |