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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 | $4,239 | $160,028-97.4% | $147,080-97.1% | $145,884-97.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 0.00% | 98.60%-98.6pp | 420.17%-420.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,424 | $5,286-73.1% | $4,933-71.1% | $4,662-69.5% |
| Participant deferral / active EE | $1,775 | $8,422-78.9% | $8,066-78.0% | $6,690-73.5% |
| Admin fee / account holder | $766 | $15,030-94.9% | $12,989-94.1% | $13,392-94.3% |