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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 | $9,196 | $95,415-90.4% | $185,851-95.1% | $85,851-89.3% |
| Participation rate | 32.7% | 68.8%-36.1pp | 81.7%-49.1pp | 69.3%-36.7pp |
| Annual return | 261.91% | 23.59%+238.3pp | 122.11%+139.8pp | 318.63%-56.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $713 | $3,424-79.2% | $5,569-87.2% | $3,952-82.0% |
| Admin fee / account holder | $584 | $7,215-91.9% | $16,245-96.4% | $6,261-90.7% |