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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 | $11,050 | $85,766-87.1% | $136,298-91.9% | $70,126-84.2% |
| Participation rate | 64.8% | 74.2%-9.3pp | 81.9%-17.1pp | 69.5%-4.7pp |
| Annual return | 87.22% | 31.46%+55.8pp | 5156.27%-5069.0pp | 73.15%+14.1pp |
| Employer contribution / active EE | $2,325 | $2,966-21.6% | $4,696-50.5% | $2,343-0.7% |
| Participant deferral / active EE | $1,243 | $5,051-75.4% | $6,247-80.1% | $3,332-62.7% |
| Admin fee / account holder | $574 | $5,421-89.4% | $9,244-93.8% | $4,645-87.6% |