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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 | $10,969 | $101,672-89.2% | $147,117-92.5% | $74,478-85.3% |
| Participation rate | 40.3% | 75.5%-35.3pp | 82.2%-41.9pp | 67.2%-26.9pp |
| Annual return | 1277.93% | 8757.83%-7479.9pp | 420.54%+857.4pp | 1370.56%-92.6pp |
| Employer contribution / active EE | $1,212 | $3,813-68.2% | $4,932-75.4% | $2,626-53.8% |
| Participant deferral / active EE | $2,411 | $7,305-67.0% | $8,065-70.1% | $4,350-44.6% |
| Admin fee / account holder | $391 | $1,753-77.7% | $12,993-97.0% | $1,946-79.9% |