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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 | $416 | $51,638-99.2% | $129,406-99.7% | $80,959-99.5% |
| Participation rate | 31.3% | 56.9%-25.6pp | 69.6%-38.3pp | 67.7%-36.3pp |
| Annual return | 15.55% | 20.78%-5.2pp | 9468.18%-9452.6pp | 35.67%-20.1pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $204 | $2,670-92.4% | $4,167-95.1% | $4,300-95.3% |
| Admin fee / account holder | $1,875 | $4,313-56.5% | $7,689-75.6% | $6,925-72.9% |