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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 | $8,272 | $73,546-88.8% | $63,018-86.9% | $147,586-94.4% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 32.71% | 175.56%-142.9pp | 87.62%-54.9pp | 578.59%-545.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $452 | $4,185-89.2% | $3,330-86.4% | $5,439-91.7% |
| Admin fee / account holder | $1,131 | $5,956-81.0% | $3,601-68.6% | $10,886-89.6% |