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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 | $1,255 | $93,124-98.7% | $77,100-98.4% | $134,545-99.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $565 | $3,421-83.5% | $2,815-79.9% | $4,742-88.1% |
| Participant deferral / active EE | $687 | $5,242-86.9% | $4,430-84.5% | $6,401-89.3% |
| Admin fee / account holder | $542 | $6,970-92.2% | $5,443-90.1% | $11,431-95.3% |