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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 | $18,502 | $102,393-81.9% | $147,041-87.4% | $80,911-77.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 55.17% | 134.95%-79.8pp | 419.21%-364.0pp | 35.63%+19.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,591 | $6,647-61.0% | $8,071-67.9% | $4,297-39.7% |
| Admin fee / account holder | $2,842 | $7,943-64.2% | $13,006-78.2% | $6,935-59.0% |