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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 | $12,473 | $65,555-81.0% | $86,216-85.5% | $75,173-83.4% |
| Participation rate | 40.7% | 60.5%-19.7pp | 69.0%-28.2pp | 67.2%-26.5pp |
| Annual return | 134.85% | 46.07%+88.8pp | 1169.42%-1034.6pp | 160.72%-25.9pp |
| Employer contribution / active EE | $449 | $1,553-71.1% | $2,382-81.1% | $2,671-83.2% |
| Participant deferral / active EE | $838 | $3,023-72.3% | $3,986-79.0% | $4,126-79.7% |
| Admin fee / account holder | $531 | $5,469-90.3% | $6,853-92.3% | $5,651-90.6% |