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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 | $29,169 | $88,117-66.9% | $164,928-82.3% | $74,400-60.8% |
| Participation rate | 49.1% | 73.1%-24.0pp | 78.6%-29.5pp | 67.2%-18.1pp |
| Annual return | 33.84% | 17.27%+16.6pp | 70.08%-36.2pp | 1367.51%-1333.7pp |
| Employer contribution / active EE | $856 | $2,596-67.0% | $4,343-80.3% | $2,624-67.4% |
| Participant deferral / active EE | $1,096 | $4,501-75.7% | $6,034-81.8% | $4,348-74.8% |
| Admin fee / account holder | $12,160 | $2,230+445.3% | $12,684-4.1% | $1,944+525.6% |