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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 | $41,906 | $122,063-65.7% | $184,256-77.3% | $74,478-43.7% |
| Participation rate | 39.9% | 85.5%-45.6pp | 86.8%-46.9pp | 67.2%-27.3pp |
| Annual return | 77.92% | 19.92%+58.0pp | 28.85%+49.1pp | 1370.56%-1292.6pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,892 | $7,144-59.5% | $9,133-68.3% | $4,350-33.5% |
| Admin fee / account holder | $4,491 | $1,253+258.5% | $13,899-67.7% | $1,946+130.8% |