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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 | $32,430 | $101,672-68.1% | $147,117-78.0% | $74,478-56.5% |
| Participation rate | 29.1% | 75.5%-46.4pp | 82.2%-53.1pp | 67.2%-38.1pp |
| Annual return | 16.53% | 8757.83%-8741.3pp | 420.54%-404.0pp | 1370.56%-1354.0pp |
| Employer contribution / active EE | $1,093 | $3,813-71.3% | $4,932-77.8% | $2,626-58.4% |
| Participant deferral / active EE | $2,459 | $7,305-66.3% | $8,065-69.5% | $4,350-43.5% |
| Admin fee / account holder | $5,958 | $1,753+239.8% | $12,993-54.1% | $1,946+206.2% |