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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 | $20,626 | $64,954-68.2% | $115,752-82.2% | $62,293-66.9% |
| Participation rate | 34.2% | 73.0%-38.8pp | 77.8%-43.6pp | 69.5%-35.3pp |
| Annual return | 262.18% | 24.87%+237.3pp | 19.41%+242.8pp | 28.90%+233.3pp |
| Employer contribution / active EE | $666 | $2,344-71.6% | $3,492-80.9% | $2,042-67.4% |
| Participant deferral / active EE | $1,189 | $3,665-67.6% | $5,204-77.2% | $3,169-62.5% |
| Admin fee / account holder | $1,611 | $414+289.4% | $6,278-74.3% | $479+236.0% |