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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 | $15,065 | $98,766-84.7% | $149,730-89.9% | $79,852-81.1% |
| Participation rate | 56.8% | 75.8%-19.0pp | 82.5%-25.7pp | 69.6%-12.9pp |
| Annual return | 1977.29% | 27.43%+1949.9pp | 276.70%+1700.6pp | 31.72%+1945.6pp |
| Employer contribution / active EE | $1,124 | $3,217-65.1% | $4,645-75.8% | $2,471-54.5% |
| Participant deferral / active EE | $2,218 | $5,681-61.0% | $6,843-67.6% | $3,740-40.7% |
| Admin fee / account holder | $796 | $6,052-86.9% | $9,310-91.5% | $5,306-85.0% |