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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 | $22,725 | $100,060-77.3% | $149,721-84.8% | $70,126-67.6% |
| Participation rate | 53.2% | 83.6%-30.3pp | 87.1%-33.8pp | 69.5%-16.3pp |
| Annual return | 15.58% | 27.46%-11.9pp | 1501.67%-1486.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $791 | $4,982-84.1% | $6,568-88.0% | $3,332-76.3% |
| Admin fee / account holder | $5,060 | $8,285-38.9% | $11,282-55.2% | $4,645+8.9% |