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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 | $8,864 | $78,707-88.7% | $117,861-92.5% | $70,126-87.4% |
| Participation rate | 68.8% | 73.2%-4.4pp | 79.7%-10.9pp | 69.5%-0.8pp |
| Annual return | 1168.40% | 23.30%+1145.1pp | 335.11%+833.3pp | 73.15%+1095.2pp |
| Employer contribution / active EE | $815 | $2,223-63.3% | $3,786-78.5% | $2,343-65.2% |
| Participant deferral / active EE | $1,252 | $3,297-62.0% | $4,482-72.1% | $3,332-62.4% |
| Admin fee / account holder | $3,197 | $5,066-36.9% | $8,021-60.1% | $4,645-31.2% |