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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 | $13,604 | $85,766-84.1% | $136,298-90.0% | $70,126-80.6% |
| Participation rate | 52.2% | 74.2%-21.9pp | 81.9%-29.7pp | 69.5%-17.3pp |
| Annual return | 122.15% | 31.46%+90.7pp | 5156.27%-5034.1pp | 73.15%+49.0pp |
| Employer contribution / active EE | $1,150 | $2,966-61.2% | $4,696-75.5% | $2,343-50.9% |
| Participant deferral / active EE | $1,492 | $5,051-70.5% | $6,247-76.1% | $3,332-55.2% |
| Admin fee / account holder | $601 | $5,421-88.9% | $9,244-93.5% | $4,645-87.1% |