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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 | $7,056 | $101,591-93.1% | $147,096-95.2% | $74,429-90.5% |
| Participation rate | 14.0% | 75.5%-61.5pp | 82.2%-68.2pp | 67.2%-53.2pp |
| Annual return | 58.96% | 8746.45%-8687.5pp | 419.75%-360.8pp | 1368.38%-1309.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $619 | $7,302-91.5% | $8,071-92.3% | $4,348-85.8% |
| Admin fee / account holder | $690 | $1,750-60.6% | $13,005-94.7% | $1,944-64.5% |