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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 | $13,313 | $70,430-81.1% | $96,572-86.2% | $85,851-84.5% |
| Participation rate | 43.7% | 61.8%-18.1pp | 69.8%-26.1pp | 69.3%-25.6pp |
| Annual return | 95.42% | 18.58%+76.8pp | 37.79%+57.6pp | 318.63%-223.2pp |
| Employer contribution / active EE | $639 | $1,413-54.8% | $2,357-72.9% | $2,565-75.1% |
| Participant deferral / active EE | $814 | $2,894-71.9% | $3,850-78.8% | $3,952-79.4% |
| Admin fee / account holder | $532 | $4,996-89.3% | $6,183-91.4% | $6,261-91.5% |