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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 | $14,256 | $56,918-75.0% | $182,558-92.2% | $65,186-78.1% |
| Participation rate | 15.6% | 66.5%-50.9pp | 78.0%-62.4pp | 70.2%-54.6pp |
| Annual return | 45.65% | 27.67%+18.0pp | 148.59%-102.9pp | 29.39%+16.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $610 | $3,526-82.7% | $5,526-89.0% | $3,514-82.7% |
| Admin fee / account holder | $2,842 | $531+435.0% | $8,594-66.9% | $847+235.4% |