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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 | $24,637 | $70,917-65.3% | $98,920-75.1% | $73,497-66.5% |
| Participation rate | 60.2% | 73.8%-13.7pp | 76.0%-15.9pp | 70.7%-10.5pp |
| Annual return | 116.16% | 34.18%+82.0pp | 196.47%-80.3pp | 28.51%+87.6pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,380 | $3,501-60.6% | $4,245-67.5% | $3,740-63.1% |
| Admin fee / account holder | $2,111 | $535+294.7% | $6,643-68.2% | $513+311.5% |