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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 | $4,129 | $171,272-97.6% | $127,803-96.8% | $152,897-97.3% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.0%-29.0pp | 82.5%-32.5pp |
| Annual return | 151.39% | 23.54%+127.8pp | 26.14%+125.2pp | 345.43%-194.0pp |
| Employer contribution / active EE | $1,520 | $5,451-72.1% | $4,576-66.8% | $4,764-68.1% |
| Participant deferral / active EE | $445 | $7,043-93.7% | $6,023-92.6% | $5,851-92.4% |
| Admin fee / account holder | $364 | $14,540-97.5% | $9,399-96.1% | $11,599-96.9% |