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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 | $16,344 | $65,904-75.2% | $160,784-89.8% | $79,634-79.5% |
| Participation rate | 7.4% | 56.2%-48.8pp | 77.0%-69.5pp | 62.5%-55.1pp |
| Annual return | 26.07% | 20.16%+5.9pp | 1803.92%-1777.8pp | 36.46%-10.4pp |
| Employer contribution / active EE | $0 | $1,805-100.0% | $3,733-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $390 | $3,692-89.4% | $6,293-93.8% | $3,835-89.8% |
| Admin fee / account holder | $2,211 | $965+129.0% | $9,717-77.2% | $1,002+120.7% |