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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 | $3,601 | $106,905-96.6% | $84,020-95.7% | $152,885-97.6% |
| Participation rate | 21.1% | 75.2%-54.2pp | 69.0%-48.0pp | 82.5%-61.4pp |
| Annual return | 0.00% | 105.00%-105.0pp | 71.31%-71.3pp | 345.39%-345.4pp |
| Employer contribution / active EE | $629 | $2,735-77.0% | $1,984-68.3% | $4,763-86.8% |
| Participant deferral / active EE | $568 | $4,012-85.9% | $3,239-82.5% | $5,851-90.3% |
| Admin fee / account holder | $2,238 | $8,287-73.0% | $6,101-63.3% | $11,598-80.7% |