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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 | $14,359 | $82,674-82.6% | $125,381-88.5% | $68,486-79.0% |
| Participation rate | 31.0% | 75.1%-44.0pp | 82.4%-51.3pp | 67.9%-36.9pp |
| Annual return | 101.91% | -5.97%+107.9pp | 572.31%-470.4pp | -7.85%+109.8pp |
| Employer contribution / active EE | $881 | $3,382-74.0% | $4,815-81.7% | $2,597-66.1% |
| Participant deferral / active EE | $1,645 | $6,111-73.1% | $7,448-77.9% | $4,028-59.1% |
| Admin fee / account holder | $975 | $6,277-84.5% | $10,007-90.3% | $5,404-82.0% |