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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 | $4,086 | $70,121-94.2% | $63,803-93.6% | $138,895-97.1% |
| Participation rate | 37.5% | 77.2%-39.7pp | 72.7%-35.2pp | 79.9%-42.4pp |
| Annual return | 12.98% | 946.48%-933.5pp | 543.72%-530.7pp | 145.39%-132.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $568 | $4,535-87.5% | $3,843-85.2% | $6,396-91.1% |
| Admin fee / account holder | $2,496 | $6,738-63.0% | $5,196-52.0% | $12,562-80.1% |