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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 | $17,475 | $101,302-82.7% | $149,600-88.3% | $82,637-78.9% |
| Participation rate | 17.1% | 72.5%-55.4pp | 77.2%-60.0pp | 68.1%-50.9pp |
| Annual return | 132.44% | 21.39%+111.1pp | 129.59%+2.9pp | 53.51%+78.9pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $4,193-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $461 | $5,589-91.8% | $7,203-93.6% | $4,126-88.8% |
| Admin fee / account holder | $8,385 | $8,449-0.8% | $13,963-40.0% | $7,339+14.3% |