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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 | $6,523 | $75,832-91.4% | $147,617-95.6% | $59,633-89.1% |
| Participation rate | 16.0% | 71.6%-55.6pp | 84.6%-68.6pp | 68.7%-52.7pp |
| Annual return | -2.62% | 0.37%-3.0pp | 61.98%-64.6pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $289 | $3,131-90.8% | $4,895-94.1% | $3,192-90.9% |
| Admin fee / account holder | $321,311 | $5,986+5268.1% | $11,612+2667.1% | $4,297+7377.7% |