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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 | $6,233 | $51,631-87.9% | $129,397-95.2% | $80,925-92.3% |
| Participation rate | 50.0% | 56.9%-6.9pp | 69.6%-19.6pp | 67.7%-17.7pp |
| Annual return | 97.79% | 20.77%+77.0pp | 9453.98%-9356.2pp | 35.65%+62.1pp |
| Employer contribution / active EE | $351 | $1,583-77.8% | $4,154-91.5% | $2,756-87.3% |
| Participant deferral / active EE | $495 | $2,670-81.4% | $4,167-88.1% | $4,299-88.5% |
| Admin fee / account holder | $2,034 | $4,309-52.8% | $7,679-73.5% | $6,940-70.7% |