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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 | $2,974 | $67,340-95.6% | $60,888-95.1% | $134,493-97.8% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.1%-48.1pp | 81.2%-56.2pp |
| Annual return | 0.00% | 49.97%-50.0pp | 16.91%-16.9pp | 418.01%-418.0pp |
| Employer contribution / active EE | $410 | $3,096-86.8% | $2,702-84.8% | $4,740-91.3% |
| Participant deferral / active EE | $475 | $4,538-89.5% | $3,817-87.6% | $6,400-92.6% |
| Admin fee / account holder | $408 | $4,583-91.1% | $3,225-87.3% | $11,425-96.4% |