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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 | $17,184 | $55,458-69.0% | $76,030-77.4% | $77,762-77.9% |
| Participation rate | 10.3% | 63.6%-53.3pp | 69.1%-58.7pp | 70.6%-60.3pp |
| Annual return | 103.60% | 17.10%+86.5pp | 361.54%-257.9pp | 31.27%+72.3pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,688-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $324 | $3,454-90.6% | $4,257-92.4% | $4,651-93.0% |
| Admin fee / account holder | $1,284 | $411+212.5% | $6,421-80.0% | $433+196.6% |