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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 | $18,840 | $106,923-82.4% | $84,023-77.6% | $152,909-87.7% |
| Participation rate | 36.4% | 75.3%-38.9pp | 69.0%-32.7pp | 82.5%-46.1pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $715 | $2,735-73.9% | $1,984-64.0% | $4,764-85.0% |
| Participant deferral / active EE | $912 | $4,013-77.3% | $3,239-71.8% | $5,851-84.4% |
| Admin fee / account holder | $420 | $8,289-94.9% | $6,102-93.1% | $11,601-96.4% |