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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 | $24,384 | $99,957-75.6% | $149,745-83.7% | $73,497-66.8% |
| Participation rate | 49.2% | 75.7%-26.5pp | 82.5%-33.3pp | 70.7%-21.5pp |
| Annual return | 96.16% | 53.87%+42.3pp | 276.72%-180.6pp | 28.51%+67.6pp |
| Employer contribution / active EE | $1,086 | $3,191-66.0% | $4,646-76.6% | $2,270-52.1% |
| Participant deferral / active EE | $1,934 | $6,073-68.2% | $6,843-71.7% | $3,740-48.3% |
| Admin fee / account holder | $384 | $551-30.2% | $9,312-95.9% | $513-25.1% |