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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 | $368 | $69,230-99.5% | $64,085-99.4% | $139,427-99.7% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 13.36% | 45.89%-32.5pp | 33.69%-20.3pp | 373.27%-359.9pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $264 | $4,681-94.4% | $3,881-93.2% | $6,711-96.1% |
| Admin fee / account holder | $6,554 | $4,246+54.4% | $3,069+113.5% | $11,404-42.5% |