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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 | $11,342 | $51,466-78.0% | $78,778-85.6% | $62,293-81.8% |
| Participation rate | 66.7% | 59.8%+6.9pp | 69.2%-2.5pp | 69.5%-2.8pp |
| Annual return | 826.77% | 19.96%+806.8pp | 35.62%+791.2pp | 28.90%+797.9pp |
| Employer contribution / active EE | $647 | $827-21.8% | $1,986-67.4% | $2,042-68.3% |
| Participant deferral / active EE | $923 | $2,147-57.0% | $2,958-68.8% | $3,169-70.9% |
| Admin fee / account holder | $578 | $489+18.1% | $5,134-88.7% | $479+20.5% |