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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 | $15,552 | $80,753-80.7% | $136,297-88.6% | $62,293-75.0% |
| Participation rate | 38.2% | 73.5%-35.4pp | 81.9%-43.8pp | 69.5%-31.3pp |
| Annual return | 77.98% | 35.83%+42.2pp | 5156.19%-5078.2pp | 28.90%+49.1pp |
| Employer contribution / active EE | $611 | $2,884-78.8% | $4,696-87.0% | $2,042-70.1% |
| Participant deferral / active EE | $1,170 | $5,164-77.3% | $6,247-81.3% | $3,169-63.1% |
| Admin fee / account holder | $1,043 | $525+98.5% | $9,244-88.7% | $479+117.5% |