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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 | $536 | $100,073-99.5% | $85,126-99.4% | $145,877-99.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 21.40% | 84.11%-62.7pp | 66.63%-45.2pp | 551.28%-529.9pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $63 | $5,294-98.8% | $4,523-98.6% | $6,691-99.1% |
| Admin fee / account holder | $12,572 | $7,261+73.1% | $6,160+104.1% | $13,402-6.2% |