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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 | $10,922 | $46,722-76.6% | $130,660-91.6% | $65,186-83.2% |
| Participation rate | 29.4% | 60.9%-31.5pp | 71.7%-42.3pp | 70.2%-40.8pp |
| Annual return | 23.91% | 24.17%-0.3pp | 1709.29%-1685.4pp | 29.39%-5.5pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $725 | $2,545-71.5% | $3,603-79.9% | $3,514-79.4% |
| Admin fee / account holder | $2,555 | $453+464.1% | $5,463-53.2% | $847+201.5% |