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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 | $1,274 | $60,139-97.9% | $90,461-98.6% | $79,856-98.4% |
| Participation rate | 4.3% | 65.0%-60.7pp | 72.7%-68.4pp | 69.6%-65.4pp |
| Annual return | 14.90% | 71.96%-57.1pp | 1294.76%-1279.9pp | 31.71%-16.8pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $108 | $2,939-96.3% | $3,964-97.3% | $3,741-97.1% |
| Admin fee / account holder | $2,588 | $3,978-34.9% | $5,617-53.9% | $5,306-51.2% |