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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 | $15,293 | $102,422-85.1% | $147,117-89.6% | $80,959-81.1% |
| Participation rate | 68.6% | 75.9%-7.3pp | 82.2%-13.6pp | 67.7%+0.9pp |
| Annual return | 17.91% | 135.16%-117.2pp | 420.54%-402.6pp | 35.67%-17.8pp |
| Employer contribution / active EE | $1,464 | $3,717-60.6% | $4,932-70.3% | $2,757-46.9% |
| Participant deferral / active EE | $1,826 | $6,652-72.5% | $8,065-77.4% | $4,300-57.5% |
| Admin fee / account holder | $1,334 | $7,953-83.2% | $12,993-89.7% | $6,925-80.7% |