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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 | $12,892 | $63,346-79.6% | $92,240-86.0% | $70,126-81.6% |
| Participation rate | 47.4% | 68.7%-21.2pp | 76.5%-29.0pp | 69.5%-22.1pp |
| Annual return | 207.61% | 530.19%-322.6pp | 176.29%+31.3pp | 73.15%+134.5pp |
| Employer contribution / active EE | $7,183 | $2,471+190.6% | $3,680+95.2% | $2,343+206.6% |
| Participant deferral / active EE | $615 | $2,854-78.5% | $3,897-84.2% | $3,332-81.5% |
| Admin fee / account holder | $2,543 | $3,841-33.8% | $5,194-51.0% | $4,645-45.2% |