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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 | $10,980 | $91,536-88.0% | $130,062-91.6% | $75,177-85.4% |
| Participation rate | 38.7% | 71.5%-32.8pp | 78.5%-39.8pp | 67.2%-28.5pp |
| Annual return | 17.04% | -631.62%+648.7pp | -137.37%+154.4pp | 160.75%-143.7pp |
| Employer contribution / active EE | $1,835 | $2,845-35.5% | $4,322-57.6% | $2,671-31.3% |
| Participant deferral / active EE | $1,312 | $4,343-69.8% | $5,821-77.5% | $4,126-68.2% |
| Admin fee / account holder | $2,990 | $6,780-55.9% | $10,601-71.8% | $5,651-47.1% |