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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 | $16,903 | $91,474-81.5% | $135,982-87.6% | $71,529-76.4% |
| Participation rate | 4.1% | 75.7%-71.6pp | 81.9%-77.8pp | 67.9%-63.8pp |
| Annual return | 75.02% | 29.89%+45.1pp | 68.32%+6.7pp | 28.97%+46.0pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,706 | $7,095-76.0% | $7,760-78.0% | $4,291-60.2% |
| Admin fee / account holder | $3,664 | $1,267+189.1% | $10,767-66.0% | $1,588+130.7% |