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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 | $6,206 | $84,713-92.7% | $75,717-91.8% | $167,518-96.3% |
| Participation rate | 14.3% | 77.8%-63.5pp | 74.8%-60.5pp | 82.1%-67.8pp |
| Annual return | 13.89% | 199.49%-185.6pp | 104.58%-90.7pp | 478.71%-464.8pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $915 | $4,578-80.0% | $3,821-76.0% | $6,342-85.6% |
| Admin fee / account holder | $60,051 | $5,357+1021.0% | $3,619+1559.2% | $12,312+387.7% |