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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 | $29,380 | $112,750-73.9% | $103,431-71.6% | $74,400-60.5% |
| Participation rate | 58.4% | 80.9%-22.4pp | 80.5%-22.1pp | 67.2%-8.8pp |
| Annual return | 141.26% | 23.22%+118.0pp | 23.92%+117.3pp | 1367.51%-1226.2pp |
| Employer contribution / active EE | $1,832 | $4,880-62.5% | $4,678-60.8% | $2,624-30.2% |
| Participant deferral / active EE | $3,561 | $7,289-51.1% | $6,625-46.2% | $4,348-18.1% |
| Admin fee / account holder | $2,277 | $1,702+33.8% | $9,412-75.8% | $1,944+17.2% |