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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 | $11,737 | $56,918-79.4% | $182,558-93.6% | $65,186-82.0% |
| Participation rate | 43.8% | 66.5%-22.7pp | 78.0%-34.2pp | 70.2%-26.4pp |
| Annual return | 261.62% | 27.67%+233.9pp | 148.59%+113.0pp | 29.39%+232.2pp |
| Employer contribution / active EE | $412 | $1,615-74.5% | $4,076-89.9% | $2,177-81.1% |
| Participant deferral / active EE | $650 | $3,526-81.6% | $5,526-88.2% | $3,514-81.5% |
| Admin fee / account holder | $3,848 | $531+624.4% | $8,594-55.2% | $847+354.2% |