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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 | $8,862 | $63,346-86.0% | $92,240-90.4% | $70,126-87.4% |
| Participation rate | 45.3% | 68.7%-23.3pp | 76.5%-31.1pp | 69.5%-24.2pp |
| Annual return | 8032.17% | 530.19%+7502.0pp | 176.29%+7855.9pp | 73.15%+7959.0pp |
| Employer contribution / active EE | $610 | $2,471-75.3% | $3,680-83.4% | $2,343-74.0% |
| Participant deferral / active EE | $126 | $2,854-95.6% | $3,897-96.8% | $3,332-96.2% |
| Admin fee / account holder | $408 | $3,841-89.4% | $5,194-92.1% | $4,645-91.2% |