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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 | $2,838 | $27,243-89.6% | $52,425-94.6% | $79,634-96.4% |
| Participation rate | 3.3% | 22.4%-19.2pp | 55.6%-52.4pp | 62.5%-59.2pp |
| Annual return | 17.41% | 63.36%-45.9pp | 302.12%-284.7pp | 36.46%-19.1pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $69 | $636-89.1% | $1,790-96.1% | $3,835-98.2% |
| Admin fee / account holder | $2,082 | $2,105-1.1% | $2,495-16.5% | $1,002+107.8% |