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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 | $6,127 | $85,169-92.8% | $172,755-96.5% | $72,983-91.6% |
| Participation rate | 14.3% | 70.1%-55.8pp | 82.6%-68.4pp | 69.5%-55.2pp |
| Annual return | 124.11% | 27.32%+96.8pp | 802.94%-678.8pp | 81.01%+43.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $438 | $3,260-86.6% | $5,198-91.6% | $3,608-87.8% |
| Admin fee / account holder | $1,887 | $5,880-67.9% | $13,955-86.5% | $5,124-63.2% |