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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 | $4,206 | $108,942-96.1% | $100,415-95.8% | $145,897-97.1% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.9pp | 80.3%-13.6pp |
| Annual return | 0.00% | 58.27%-58.3pp | 49.47%-49.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,190 | $4,422-73.1% | $3,943-69.8% | $4,663-74.5% |
| Participant deferral / active EE | $2,071 | $8,461-75.5% | $8,091-74.4% | $6,689-69.0% |
| Admin fee / account holder | $889 | $9,702-90.8% | $7,906-88.8% | $13,390-93.4% |