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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 | $11,110 | $65,904-83.1% | $160,784-93.1% | $79,634-86.0% |
| Participation rate | 4.8% | 56.2%-51.4pp | 77.0%-72.1pp | 62.5%-57.7pp |
| Annual return | 23.24% | 20.16%+3.1pp | 1803.92%-1780.7pp | 36.46%-13.2pp |
| Employer contribution / active EE | $0 | $1,805-100.0% | $3,733-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $158 | $3,692-95.7% | $6,293-97.5% | $3,835-95.9% |
| Admin fee / account holder | $1,918 | $965+98.7% | $9,717-80.3% | $1,002+91.4% |