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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 | $16,180 | $82,678-80.4% | $125,391-87.1% | $68,490-76.4% |
| Participation rate | 48.8% | 75.1%-26.3pp | 82.4%-33.6pp | 67.9%-19.1pp |
| Annual return | 61.23% | -5.97%+67.2pp | 572.41%-511.2pp | -7.85%+69.1pp |
| Employer contribution / active EE | $940 | $3,382-72.2% | $4,816-80.5% | $2,597-63.8% |
| Participant deferral / active EE | $2,315 | $6,111-62.1% | $7,448-68.9% | $4,028-42.5% |
| Admin fee / account holder | $626 | $6,277-90.0% | $10,009-93.7% | $5,403-88.4% |