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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 | $14,042 | $105,210-86.7% | $159,487-91.2% | $85,851-83.6% |
| Participation rate | 34.5% | 75.8%-41.2pp | 82.8%-48.3pp | 69.3%-34.8pp |
| Annual return | 31.05% | 45.08%-14.0pp | 263.71%-232.7pp | 318.63%-287.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $498 | $5,946-91.6% | $7,354-93.2% | $3,952-87.4% |
| Admin fee / account holder | $31,444 | $6,934+353.5% | $10,804+191.1% | $6,261+402.2% |