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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 | $19,975 | $69,708-71.3% | $67,560-70.4% | $74,478-73.2% |
| Participation rate | 46.7% | 71.4%-24.8pp | 72.9%-26.3pp | 67.2%-20.6pp |
| Annual return | 19.59% | -40.67%+60.3pp | 3533.50%-3513.9pp | 1370.56%-1351.0pp |
| Employer contribution / active EE | $717 | $2,715-73.6% | $2,737-73.8% | $2,626-72.7% |
| Participant deferral / active EE | $1,108 | $3,637-69.5% | $4,004-72.3% | $4,350-74.5% |
| Admin fee / account holder | $579 | $887-34.7% | $3,994-85.5% | $1,946-70.2% |