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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 | $10,804 | $48,570-77.8% | $130,660-91.7% | $72,975-85.2% |
| Participation rate | 57.1% | 58.6%-1.4pp | 71.7%-14.6pp | 69.5%-12.3pp |
| Annual return | 18.40% | 38.63%-20.2pp | 1709.29%-1690.9pp | 81.01%-62.6pp |
| Employer contribution / active EE | $685 | $1,334-48.7% | $4,092-83.3% | $2,440-71.9% |
| Participant deferral / active EE | $569 | $2,384-76.1% | $3,603-84.2% | $3,608-84.2% |
| Admin fee / account holder | $4,858 | $3,549+36.9% | $5,463-11.1% | $5,124-5.2% |