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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 | $26,077 | $91,536-71.5% | $130,062-80.0% | $75,177-65.3% |
| Participation rate | 54.8% | 71.5%-16.6pp | 78.5%-23.7pp | 67.2%-12.4pp |
| Annual return | 21.44% | -631.62%+653.1pp | -137.37%+158.8pp | 160.75%-139.3pp |
| Employer contribution / active EE | $1,244 | $2,845-56.3% | $4,322-71.2% | $2,671-53.4% |
| Participant deferral / active EE | $1,818 | $4,343-58.1% | $5,821-68.8% | $4,126-55.9% |
| Admin fee / account holder | $1,192 | $6,780-82.4% | $10,601-88.8% | $5,651-78.9% |