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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 | $14,162 | $80,753-82.5% | $136,298-89.6% | $62,293-77.3% |
| Participation rate | 44.2% | 73.5%-29.3pp | 81.9%-37.7pp | 69.5%-25.3pp |
| Annual return | 33.97% | 35.83%-1.9pp | 5156.27%-5122.3pp | 28.90%+5.1pp |
| Employer contribution / active EE | $1,059 | $2,884-63.3% | $4,696-77.4% | $2,042-48.1% |
| Participant deferral / active EE | $1,712 | $5,164-66.8% | $6,247-72.6% | $3,169-46.0% |
| Admin fee / account holder | $2,744 | $525+422.3% | $9,244-70.3% | $479+472.5% |