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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 | $6,113 | $49,468-87.6% | $150,298-95.9% | $103,975-94.1% |
| Participation rate | 2.0% | 58.1%-56.1pp | 77.8%-75.8pp | 72.5%-70.5pp |
| Annual return | 113.75% | 38.98%+74.8pp | 62.79%+51.0pp | 19.41%+94.3pp |
| Employer contribution / active EE | $0 | $1,670-100.0% | $4,154-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $57 | $2,650-97.8% | $5,453-99.0% | $5,343-98.9% |
| Admin fee / account holder | $1,086 | $385+182.3% | $14,116-92.3% | $332+226.6% |